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Case Study: Using Trusts to Pass on Wealth
Manage episode 385007830 series 12842
Text us your financial questions!
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Melanie Wells, CFP®, and Associate Peter Lynch explore the situation of a wealthy investor who wants to leave his massive estate to his five grandchildren. With the grandchildren ranging in ages from 3 to 20, the experts consider his option of using a trust to shelter their inheritance from estate and gift taxes. Additionally, the trust can allow him to control how his money is used from beyond the grave.
Read the Article: https://www.henssler.com/trusts-offer-control-and-protection-for-grandchildrens-legacy
758 episodios
Manage episode 385007830 series 12842
Text us your financial questions!
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Melanie Wells, CFP®, and Associate Peter Lynch explore the situation of a wealthy investor who wants to leave his massive estate to his five grandchildren. With the grandchildren ranging in ages from 3 to 20, the experts consider his option of using a trust to shelter their inheritance from estate and gift taxes. Additionally, the trust can allow him to control how his money is used from beyond the grave.
Read the Article: https://www.henssler.com/trusts-offer-control-and-protection-for-grandchildrens-legacy
758 episodios
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