EPISODE · Jun 28, 2021 · 31 MIN
Selling The House To Your Own Kids... And Beating Taxes While You Do It.
from Retire Your Way with ILG Financial
There's been a lot of talk about taxes lately and the changes to come. Dave has talked a lot about what to expect and how they can impact your retirement. But there's another side to heavy taxes that isn't talked about quite as often, and that's how these coming tax changes can affect your legacy, what you want to leave to your heirs. Whether you want to leave everything you have to your kids, charity, or Uncle Sam, is entirely up to you. But you have worked hard your entire life to accumulate what you have. Don't you think YOU should get to make that choice as to where your wealth goes after you're gone? Dave, can you break down how to handle our estate if we want to pass it on to our heirs, without being slammed by taxes?
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Selling The House To Your Own Kids... And Beating Taxes While You Do It.
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