Inheritance - Family Matters

from Winning in Retirement · host Akers Financial Group

Send us Fan MailBrian and Jeff discuss inheritance and estate planning strategies, emphasizing the importance of considering who will receive inheritance and when, as well as treating the person who left the inheritance with respect. They also discuss proper planning and strategies to avoid common mistakes, including setting up trusts and ensuring that information is accessible to chosen beneficiaries. Additionally, they discuss tax-efficient strategies for inheritance planning when minors are named as beneficiaries, including spreading out the inheritance over 10 years to minimize taxes.https://www.akersfinancial.com/winning-in-retirement?utm_source=podcast%20description&utm_medium=podcast&utm_campaign=podcast%20description

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This episode is 52 minutes long.

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This episode was published on June 8, 2024.

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