))
Building An Estate Plan With No Regrets
Manage episode 376310720 series 2609654
コンテンツは Ryan Ledden によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、Ryan Ledden またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。
In this episode, we cover topics ranging from poor expense planning to outdated beneficiary designations and family conflict triggers. We also shed light on some misconceptions about transferring real estate and explain the impact of tax implications on your estate. If you want to leave a legacy without regret or legal turmoil, this episode is a great starting point.
Here’s some of what you’ll learn in this episode:
- The different types of major expenses that could drain your savings if you aren’t planning for them.
- Why you need to be updating your beneficiary designations across all accounts.
- Communication will go a long way towards avoiding conflict among heirs but there are some other steps to take.
- Why you probably shouldn’t transfer your real estate while you’re still living.
- Taxes play a big part in estate planning and we’ll talk about how to be more efficient.
Visit us online: https://blackoakam.com/
Get in touch with the Black Oak team: https://blackoakam.com/contact-us/
Get more financial education on our YouTube Channel: https://bit.ly/45kJlwI
104 つのエピソード
シェア
