When making your legacy and estate plan, it’s crucial to know how taxes will affect that plan. Matt explains why you want to be careful and shares some real-life examples.
Read more and get additional financial resources here: https://wp.me/p9B077-MD
What we discuss on this episode:
2:28 – Charities and individuals
6:00 – How much money should go to each?
9:50 – Moving to a new state
13:46 – Additional properties
16:35 – Question: What is a reasonable amount to leave as a legacy?
15 Money Resolutions For 2022
Piggy Bank Pies and Abundance Mentality
Taking A Deal Down To The Studs
Mandates and Forced Retirement: What Questions to Ask
Q&A About Long-Term Care, Car Leases and Social Security
Paying off a Mortgage, Emergency Funds and Surviving Spouse
The Fear of Spending Money in Retirement
Q&A: Starting a Business and Dave Ramey’s Advice
What to Know About Accumulation vs Decumulation
Should I Downsize My House in Retirement?
Should I Take Half of My Ex’s 401k or the Pension?
State of Washington’s New Payroll Tax is One to Watch
What to Know About President Biden’s Tax Proposal
How to Handle an Unplanned Retirement
Tough Questions About Family Finances
The Average Client & What Legal Docs You Must Have
How Much Money Do I Need to Retire?
Leaving 401k to My Child
Should You Take Advice From Financial Gurus?
Why Business Owners Need an Exit Strategy
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