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Case Study: Using Trusts to Pass on Wealth
Manage episode 385007830 series 12842
Contenido proporcionado por Henssler Financial. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Henssler Financial o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
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
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Manage episode 385007830 series 12842
Contenido proporcionado por Henssler Financial. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Henssler Financial o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
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
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Similar a Henssler Money Talks
Motley Fool Money is a daily podcast for stock investors. Weekday episodes offer a long-term perspective on business news with The Motley Fool's investment analysts. Weekend shows are a mix of investing classes and longer-form interviews. The show is hosted by Dylan Lewis, Ricky Mulvey, and Mary Long.
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