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Strategies To Protect Your Family's Wealth
Manage episode 380114607 series 3428540
Вміст надано Lucia Capital Group. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Lucia Capital Group або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
Most people are aware that there are two phases of your financial life: building your life savings, and then distributing that money to you at retirement. But there's a third phase that happens after you're gone, which many people pay less attention to than they should: distributing your life's assets to your heirs.
Making sure your money and your possessions go where you want them to go should be one of your primary concerns. If you don't state your wishes in writing, your entire estate could wind up being distributed by a legal entity, thus potentially cutting out those who should be receiving it. How do you keep this from happening?
Learn more about what steps you need to take to lessen the impact of probate, taxes, and family strife with podcast host Johnny Dean and Rick "The Professor" Plum, CFP® on this week's episode of Managing Your Financial Future!
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