Seth Hicks

speaker

815 appearances 11 recordings 1 series first heard May 2026 last heard 13 Aug

Seth Hicks’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 11 in all, peaking in Jul 2026 with 5.

Appearances

newest first · ▶ plays the moment

Private Banking Strategies · Protecting the Family Bank: How Wealth Is Preserved | Episode 170 · 25 Jun 2026 podcast

So maybe in an entity, a corporation or an LLC could be a trust, perhaps an islet in some circumstances, it when your wealth becomes great enough that you want to preserve voice-verified

the water of cash without paying taxes on it. voice-verified

But a lot of folks they don't hit that threshold right now. voice-verified

If you're a married couple, it's twenty four million is the threshold for federal estate taxes. voice-verified

So if you're over that then voice-verified

the structure becomes even increasingly more important. voice-verified

But if under that threshold you're still it's a tax free distribution. voice-verified

Yeah, I think one of the most aggressive states in the country, if not the most aggressive in taking people's retirements and their benefits. voice-verified

And even when they move out of California, California apparently tries to take as much as they can from those people. voice-verified

But the ownership structure with these policies are incredibly valuable. voice-verified

And so what we're describing is forethought planning ahead as you begin to implement this and create a long term roadmap and plan. voice-verified

That's where the design ensures that you've got continuity, tax efficiency. voice-verified

You've got internal control with governance and effectively created a plan that is optimized for your family. voice-verified

I think that having your beneficiaries outlined and understanding primary beneficiaries and how the flow moves in a multi generational con continuity is super important. voice-verified

And that voice-verified

is gonna come into structure like with trust and having the death benefits of a patriarch or matriarch. voice-verified

be paid into a trust, which then is governed by a voice-verified

trusteeship or a co trusteeship, a board perhaps, that implement the rules. voice-verified

And so th that primary beneficiary f on the founding policies. voice-verified

is important that it goes to the right. voice-verified

Showing 641–660 of 815 · page 33 of 41