The Wealth Transfer Podcast
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Innhold levert av Matt Templeton. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Matt Templeton eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
As much as 84 Trillion dollars worth of US assets - wealth - will transfer to younger generations over the next 20 years, but the received value of those assets may be significantly less. Whether its taxes, poor management, or just plain moth and rust, estate values are affected by unforeseen threats. On the wealth transfer podcast, we examine and breakdown the best strategies for leaving a financial legacy to the next generation. We look at accessible strategies for the every day man and advanced planning for the ultrawealthy. We talk to advisors, attorneys, planners, and prognosticators to dig up how you can protect your estate and have the most for future generations.
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11 episoder