Tag Archives: Estate Planning

Feature

Is Your Trustee Out of Touch? With Christopher Holtby (Ep. 33)

Education, Financial, Uncategorized, , , , , , , , , ,

In this episode, Kevin Kaylakie speaks with Christopher Holtby, Co-Founder and Head of Learning & Business Development of Wealth Advisors Trust Company.  

Kevin and Christopher discuss: 

  • Removal and appointment of Trustees 
  • Trust Law and the Trust Task Force in South Dakota 
  • 4 Reasons to choose South Dakota Trust Jurisdiction 
  • How do Directed Trusts and Delegated Trusts Work 
  • What to keep in mind when appointing a Trustee 
  • And more… 

 

Connect With Christopher Holtby: 

 

Connect With SineCera Capital: 

 

About Our Guest: 

At Wealth Advisors Trust Company, Christopher applies his business building, love of learning, operational, and wealth management expertise gained at Ernst & Young.  His role includes learning and facilitating knowledge around the trustee industry to assist those in choosing a  trust company. Christopher has co-authored two white papers, Directed Trusts Made Simple and the Trusteed IRA, and authored one published peer-reviewed paper, An Advisors Roadmap to the Trustee Industry.  From the operational side, Christopher created the trust administration process within SalesForce. He and his family are clients of the trust company as well. 

Christopher grew up in Toronto, Canada, graduated from the University of Arizona receiving a BA in Psychology with an emphasis on statistics and a minor in English Literature. He lives in Dallas with his wife and three sons and enjoys skiing, mountain biking, hiking, reading history, and watching and participating in sports with his sons. 

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

Feature

Kitchen Table Conversations (Part 1): Key Financial Topics Every Family Should Consider (Ep. 25)

Education, Finance, Financial, Uncategorized, , , , , , , , ,

With the end of 2022 fast approaching, several financial issues are top of mind for many families, such as high inflation and year-end tax planning.

In this episode, Kevin Kaylakie and Connee Sullivan join in a kitchen table conversation to address the financial topics that matter most to families. They also share best practices to consider in light of current market conditions and in general.

Kevin and Connee discuss:

  • Using asset allocation to hedge against the risk of inflation
  • How donor-advised funds lead to tax-efficient philanthropy
  • The importance of “ document e-Vaulting” in family affairs
  • Key cybersecurity measures to ensure protection of financial records
  • And more

Connect With SineCera Capital:

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

Feature

The Golden Period of Estate Planning With Doug Paul (Ep. 9)

Education, Finance, Financial, Uncategorized, , , , , , , , , , , , , ,

The labyrinth of estate planning involves navigating goals, assets, taxes, investments, and the future. Flexibility is key.

In this episode, Kevin Kaylakie is joined by Doug Paul of McGinnis Lochridge law firm. Doug shares several tax planning tools you can apply to your estate plan. He also explains why he believes this is the golden period of estate planning and how potential changes from Congress will impact the future of estate planning.

Doug discusses: 

  • The most common questions he hears about estate planning
  • Simple tax planning tools and techniques such as donor advised funds and qualified charitable distributions (QCD)
  • More complex tax planning tools like Roth IRA conversions
  • What it means when people are getting assets out of their estate
  • Charitable Lead Trusts
  • Family Limited Partnerships or LLCs
  • And more

Connect With Doug Paul:

Connect With SineCera Capital:

About Our Guest:

Doug focuses his practice on estate planning through the use of trusts, family business entities, and life insurance. His experience includes charitable planning, asset protection planning, and planning to mitigate transfer tax and income tax. He is an expert in charitable planning, asset protection planning, and planning for mitigation of transfer tax and income tax.

Doug is a frequent speaker at various estate planning organizations and associations including: Austin Financial Planners Association, Texas Association of Insurance and Financial Advisors, Victoria Estate Planning Council, and the National Business Institute-CPA/CLE, Austin Chapter of CPAs.

 

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More