Estate Planning as a Business Owner

Estate Planning as a Business Owner

In episode 9 of Chimes & Dimes, you will hear how investing and estate planning differs for business owners. Pete Baksh, CFA, Chief Investment Officer at First Wealth and Trust of Winter Garden is joined by Joe Liguori, President and Founder of The Hangry Bison and Jeanette Mora, Managing Attorney with the Estate & Elder Law Counsel to learn more about these complex financial topics. Chimes & Dimes is happy to partner with The Hangry Bison for the “Listen & Win” Giveaway. Visit chimesanddimes.com [http://chimesanddimes.com] to enter to win a $100 gift card to The Hangry Bison. One gift card will be given away each month through October, 2026. Chimes & Dimes was filmed on location at The Hangry Bison in historic downtown Winter Garden, Florida. The Hangry Bison is a create-your-own burger concept with a variety of proteins and is now known for its Bison burgers, craft cocktails, craft beer, and elaborate whiskey and bourbon selection. The content provided is for informational purposes only and should not be construed as personalized investment advice, legal advice, or tax advice. Listening to this podcast does not create a fiduciary, advisory or client relationship. First Wealth & Trust is a fiduciary operating under the Florida banking regulations with the First National Bank of Mount Dora, N.A. and regulated by the Office of the Comptroller of Currency and not registered as an investment advisor with the U.S. Securities and Exchange Commission. Trust and investment services are not FDIC insured, not deposits of the bank, not guaranteed by the bank, not insured by any government agency and may lose value. The podcast discusses general financial concepts and may not be suitable for your specific situation. Always consult qualified professionals before making financial decisions.

Navigating Insurance & Medicare

For people newly eligible for Medicare, getting enrolled can be a confusing challenge. With multiple options and supplemental plans, it can be difficult to know which is best for you and your unique situation. In episode 8 of Chimes & Dimes brought to you by First Wealth & Trust of Winter Garden, you will learn the ins-and-outs of Medicare and Medicaid from a verified broker. Pete Baksh, CFA, Chief Investment Officer at First Wealth and Trust of Winter Garden and Alice Taft, Vice President and Trust Officer at First Wealth and Trust of Winter Garden are joined by Gina Masterson of Masterful Solutions to teach about the different parts of Medicare, Medicaid, supplemental plans, and more. Subscribe on your favorite podcast platform so you never miss an episode: https://chimesanddimes.com [https://chimesanddimes.com] Chimes & Dimes was filmed on location at the Winter Garden Heritage Foundation in historic downtown Winter Garden. The mission of the Winter Garden Heritage Foundation is to preserve and celebrate the rich history of West Orange County while fostering innovative cultural experiences. The content provided is for informational purposes only and should not be construed as personalized investment advice, legal advice, or tax advice. Listening to this podcast does not create a fiduciary, advisory or client relationship. First Wealth & Trust is a fiduciary operating under the Florida banking regulations with the First National Bank of Mount Dora, N.A. and regulated by the Office of the Comptroller of Currency and not registered as an investment advisor with the U.S. Securities and Exchange Commission. Trust and investment services are not FDIC insured, not deposits of the bank, not guaranteed by the bank, not insured by any government agency and may lose value. The podcast discusses general financial concepts and may not be suitable for your specific situation. Always consult qualified professionals before making financial decisions.

Community Trusts

In episode 7 of Chimes & Dimes brought to you by First Wealth & Trust of Winter Garden, you will learn about community trusts; what they are, how you can get involved, and how they can have a positive impact on your local community. Pete Baksh, CFA, Chief Investment Officer at First Wealth & Trust in Winter Garden is joined by Sarah Herrick, the Executive Director of the Mount Dora Community Trust and Rob English, the Development Director of the Mount Dora Community Trust to explain it all. Chimes & Dimes was filmed on location at the Winter Garden Heritage Foundation in historic downtown Winter Garden. The mission of the Winter Garden Heritage Foundation is to preserve and celebrate the rich history of West Orange County while fostering innovative cultural experiences. Subscribe on your favorite podcast platform so you never miss an episode: https://chimesanddimes.com/ [https://chimesanddimes.com/] The content provided is for informational purposes only and should not be construed as personalized investment advice, legal advice, or tax advice. Listening to this podcast does not create a fiduciary, advisory or client relationship. First Wealth & Trust is a fiduciary operating under the Florida banking regulations with the First National Bank of Mount Dora, N.A. and regulated by the Office of the Comptroller of Currency and not registered as an investment advisor with the U.S. Securities and Exchange Commission. Trust and investment services are not FDIC insured, not deposits of the bank, not guaranteed by the bank, not insured by any government agency and may lose value. The podcast discusses general financial concepts and may not be suitable for your specific situation. Always consult qualified professionals before making financial decisions.

Special Needs Trusts

In episode 6 of Chimes & Dimes you will learn about a trust that most don’t know about: special needs trusts. Pete Baksh, CFA, Chief Investment Officer at First Wealth & Trust in Winter Garden is joined by Tami Dacey, attorney with Sikes Law Group, and Shelley Bradford, the President of Matthew’s Hope Ministries to discuss these lesser-known trusts. As parents of children with special needs, Tami and Shelley are all too familiar with the question, “what happens to them when I’m gone?” If you find yourself in a similar situation and are trying to plan for the future of your loved one with special needs, consider a special needs trust. Subscribe on your favorite podcast platform so you never miss an episode: https://chimesanddimes.com/ [https://chimesanddimes.com/] Chimes & Dimes was filmed on location at the Winter Garden Heritage Foundation in historic downtown Winter Garden. The mission of the Winter Garden Heritage Foundation is to preserve and celebrate the rich history of West Orange County while fostering innovative cultural experiences. The content provided is for informational purposes only and should not be construed as personalized investment advice, legal advice, or tax advice. Listening to this podcast does not create a fiduciary, advisory or client relationship. First Wealth & Trust is a fiduciary operating under the Florida banking regulations with the First National Bank of Mount Dora, N.A. and regulated by the Office of the Comptroller of Currency and not registered as an investment advisor with the U.S. Securities and Exchange Commission. Trust and investment services are not FDIC insured, not deposits of the bank, not guaranteed by the bank, not insured by any government agency and may lose value. The podcast discusses general financial concepts and may not be suitable for your specific situation. Always consult qualified professionals before making financial decisions.

Pitfalls of Improper Estate Planning

In episode 5 of Chimes & Dimes you will learn the pitfalls of improper estate planning. Pete Baksh, CFA, Chief Investment Officer at First Wealth & Trust in Winter Garden is joined by Alice Taft, Vice President & Trust Officer for First Wealth & Trust in Winter Garden and Harry Hackney, Of counsel for Merideth Nagel and The Legacy Legal Team. They each share a few horror stories of what has gone wrong because of improper estate planning or a lack of estate planning and then share ways to avoid those situations. You may not think your estate or your wealth is substantial enough to warrant estate planning or a trust, but it is time to think again. Chimes & Dimes was filmed on location at the Winter Garden Heritage Foundation in historic downtown Winter Garden. The mission of the Winter Garden Heritage Foundation is to preserve and celebrate the rich history of West Orange County while fostering innovative cultural experiences. The content provided is for informational purposes only and should not be construed as personalized investment advice, legal advice, or tax advice. Listening to this podcast does not create a fiduciary, advisory or client relationship. First Wealth & Trust is a fiduciary operating under the Florida banking regulations with the First National Bank of Mount Dora, N.A. and regulated by the Office of the Comptroller of Currency and not registered as an investment advisor with the U.S. Securities and Exchange Commission. Trust and investment services are not FDIC insured, not deposits of the bank, not guaranteed by the bank, not insured by any government agency and may lose value. The podcast discusses general financial concepts and may not be suitable for your specific situation. Always consult qualified professionals before making financial decisions.