Strategies for Protecting Family Legacies
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Strategies for Protecting Family Legacies
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About this listen
Coming up on this episode of Money Made Modern with Sheridan Murphy, the conversation delves into the impending great wealth transfer from baby boomers to their heirs, estimated to be between $84 to $124 trillion. It emphasizes the importance of smart planning to avoid significant tax burdens and family disputes. The discussion covers various strategies for effective wealth transfer, including lifetime gifting, trusts, and Roth conversions, while also highlighting the critical need for estate planning and updating beneficiary designations to ensure a smooth transition of wealth.
If you would like more information Call Sheridan Murphy and his team 800-910-6286 or click here to visit our website.
Retirement, Planning, 401K, Insurance, Annuity, 401k, IRA, Taxes, Healthcare,
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