July 27, 2024 – Super Hero Chad Rupprecht Recovering Beautifully from Knee Replacement Surgery! – What impact will the election have on the economy and the markets? – Our MtM Babies – Annabelle, Nico, Blake, and Ainsley continue to grow and thrive!

Gene and Alyssa answer buckets o’ questions:

• He asks if an executor is personally responsible for paying inheritance tax if the estate runs out of money?
• He is receiving money from an estate that he wishes to go to his nephew.  Can he use a disclaimer?
• Social media says you should use an irrevocable trust for your family.  True or false?
• She and her sister received inheritances.  Can she set up a trust for her sister to protect her? 
• Lots more . . .

Free Second Opinion Meetings

• Meet with a More than Money advisor to review your entire financial picture or simply project your retirement
• Meet with our Social Security partner to plan the best S/S strategy for you
• Meet with our estate planning attorney partner to review your estate plans – if you have any
• Meet with our insurance partner to review your life or long term care coverages
• Discover how to have your 401(k) professionally managed without leaving your company plan

Schedule a free second opinion meeting with a More than Money advisor?

Call today (610-746-7007) or email (Gene@AskMtM.com) to schedule your time with us.