4/7/24: Inheritance How To Give And Recieve

07/04/2024 41 min
4/7/24: Inheritance How To Give And Recieve

Listen "4/7/24: Inheritance How To Give And Recieve"

Episode Synopsis

If you’re a Senior now or a baby boomer who has done a good job saving and you’re looking at ways to pass things on, or if you have parents or grandparents who are in that position, all of us can do some recommended planning now. We want our assets to go where we want them to with the greatest possibility of a smooth transition.
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