Passing Down An Inheritance
Leaving an inheritance is often a goal, but how can it be done effectively? We talk through the different mistakes to avoid and the things to pay attention to when estate planning.
Show notes & more resources: https://doncashpodcast.com/episodes/
0:38 - How does Don like to travel?
3:30 - Baby Boomers are starting to distribute record amounts of wealth.
5:29 - What’s the average inheritance?
6:04 - Some choose to gift to their children and grandchildren while they are alive.
9:21 - How did the SECURE Act impact inheritances?
10:54 - There are designated beneficiaries and non-designated beneficiaries.
15:55 - How does the beneficiary form differ from a will?
19:36 - Cash Connection: What’s the best way to help my 18-year-old with retirement savings?
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