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?
Episode #81: Matt's Planning Process Part 02
Episode #80: Matt's Planning Process Part 01
Episode # 79: Mailbag - Self-Directed IRAs & The Landlord Game
Episode #78: Maggie's Story
Episode #77: If Only I'd Met You Sooner!
Episode #76: How The New Tax Code Affects Me
Episode #75: Early Retirement Complications
Episode #74: Letter From The IRS
Episode #73: More Than Just Investments
Episode #72: RVs, Traveling, Remodeling, Credit Card Rewards
Episode #71: Sales Pitch Versus Planning
Episode #70: The Retirement Process Is Uncomfortable
Episode #69: Mailbag - Emergency Funds, Market Crashes, And Retirement Planning
Episode #68: Avoid Costly Mistakes In Estate Planning
Episode #67: What Financial Demographics Can Tell Us
Episode #66: What To Do With Required Minimum Distributions
Episode #65: Walter Buys A House
Episode #64: Health Insurance Options Before Medicare
Episode #63: Making Bad Financial Assumptions
Episode #62: Side Thought. Tax Reform With Rich Swavely
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