In Part 2 of our Family Legacy series, Carrie Cook and CPA Larry Pendleton dive deeper into the real-life challenges families face when building, protecting, and transferring wealth. If you’ve ever wondered when to establish a trust, how to protect your assets, or how to avoid family conflict after you're gone, this episode will open your eyes.
From irrevocable trust misconceptions to the emotional realities of inheritance, this conversation is a must-watch for anyone serious about safeguarding their family’s future.
In this episode you’ll learn: • When to set up a trust and how to fund it responsibly • The biggest mistakes people make when titling assets • Why communication is critical for preventing family fractures • How trusteeship actually works (and why many people regret accepting it) • What happens when estates exceed federal tax thresholds • How to prepare your heirs emotionally and financially
Open a Self-Directed IRA today at PreferredTrustCompany.com or Schedule a consultation to learn how to build a stronger long-term legacy with alternative investments.
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