Happy and Sad bucks centered around Ben and Danielle Tuttle moving to Phoenix. 

 

Sgt. At arms was Matt Greenlee.  The Song for the day was When Irish Eyes are Smiling.  We had a difficult time reaching the high notes.  Good thing St. Patricks day comes but once a year.  I have to admit I was having so much fun watching Matt hustle money from everyone for every reason from working snack shack to getting ready for casino night I forgot to take notes.  Sorry.

 

Par Wood was our speaker.  Her presentation began by describing your life.  You graduate from high school, buy a sports car, find a wife, buy a house, graduate to an SUV, may git a divorce, sold a home, inherited money and all of a sudden you have a heart attack before your families finances are secured.

 

Do you have a trust?  Have you dusted it off lately and looked at it.  Does it leave your current family secure or will they have to fight through probate courts and lawyers to inherit your hard earned monies.

 

People who wish to share the financial benefits of accumulated assets or property with another (or others) can set up a trust fund in that person's name. A trust fund or trust fund account requires a designated trustee who's responsible for distributing the funds to the stated beneficiaries, or recipients. Trust funds come in different types to serve different purposes. In terms of taxation, the type of trust involved determines which tax laws apply. A simple trust most often exists in cases where a parent or grandparent leaves a portion of his estate to a child or other relative.