5 Questions You NEED To Answer Before Passing on an Inheritance
2.8 هزار بار بازدید -
3 سال پیش
-
An often overlooked part of
An often overlooked part of retirement planning is what to do with your money as your retirement plan is coming to an end... yes, we are talking about the importance of estate planning.
This week's Wealth Wednesday discusses some important estate planning questions that we believe every retiree should answer early in the planning process.
Some of these questions seem basic on the surface but as you'll find, their answers can create some complications.
For many, leaving an inheritance seems like a topic way off in the distance. After all, many of you are at the beginning stages of retirement.
But as we've discussed in other videos, a lot of critical planning needs to be done early in retirement.
It will affect tax strategies and planning for years to come.
So grab a notebook and watch this important training on passing on an inheritance to the next generation.
We will discuss:
✅ Why planning shouldn't stop when you pass away... (at least if you want to keep your money out of Uncle Sam's pockets)
✅ Four different ways to split up inheritances to the next generation and why each way has a significantly different outcome
✅ Unconventional estate planning strategies you may have never considered
- - - - - - - - - - - - - - - - - - - - - - - -
Always remember, "You Don't Need More Money; You Need a Better Plan"
🍿 Subscribe to our channel: https://www.seevid.ir/fa/result?ytch=UCVMA...
🏆 Join our 'Retirement Mastery' Facebook Group: https://bit.ly/retirement-mastery-group
📈 Talk with us about your retirement plan here: https://www.safeguardinvest.com/contact
📚 The New 60/40: How the Next Generation of Retirees Can Achieve Radical Financial Freedom through Better Safe Investing - https://www.amazon.com/New-60-Generat...
Safeguard Wealth Management is a Registered Investment Advisor in the State of WI. Safeguard Wealth Management is not an insurance provider. All content on Youtube is for informational purposes only and should not be taken as personal advice for your situation. You can read more disclosures at https://www.safeguardinvest.com/fiduc...
This week's Wealth Wednesday discusses some important estate planning questions that we believe every retiree should answer early in the planning process.
Some of these questions seem basic on the surface but as you'll find, their answers can create some complications.
For many, leaving an inheritance seems like a topic way off in the distance. After all, many of you are at the beginning stages of retirement.
But as we've discussed in other videos, a lot of critical planning needs to be done early in retirement.
It will affect tax strategies and planning for years to come.
So grab a notebook and watch this important training on passing on an inheritance to the next generation.
We will discuss:
✅ Why planning shouldn't stop when you pass away... (at least if you want to keep your money out of Uncle Sam's pockets)
✅ Four different ways to split up inheritances to the next generation and why each way has a significantly different outcome
✅ Unconventional estate planning strategies you may have never considered
- - - - - - - - - - - - - - - - - - - - - - - -
Always remember, "You Don't Need More Money; You Need a Better Plan"
🍿 Subscribe to our channel: https://www.seevid.ir/fa/result?ytch=UCVMA...
🏆 Join our 'Retirement Mastery' Facebook Group: https://bit.ly/retirement-mastery-group
📈 Talk with us about your retirement plan here: https://www.safeguardinvest.com/contact
📚 The New 60/40: How the Next Generation of Retirees Can Achieve Radical Financial Freedom through Better Safe Investing - https://www.amazon.com/New-60-Generat...
Safeguard Wealth Management is a Registered Investment Advisor in the State of WI. Safeguard Wealth Management is not an insurance provider. All content on Youtube is for informational purposes only and should not be taken as personal advice for your situation. You can read more disclosures at https://www.safeguardinvest.com/fiduc...
3 سال پیش
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