Life Isn’t Lived on a Spreadsheet
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Maximizing The Value of Your Inheritance & Ensuring Family Harmony (Ep.18)
Transferring or inheriting wealth is not as simple as something like “Venmo”. It should require a strategic wealth transfer plan.
Let’s learn how to make one.
Ryan Poterack is exploring the intricate world of inheritance and legacy planning with Certified Financial Planner, Alec Quaid. The discussion skillfully navigates the emotionally charged landscape of receiving an unexpected windfall, including the murky waters of taxation, asset allocation, and the crucial role of proper estate planning.
Through real-life scenarios and expert insights, this episode sheds light on the delicate balance of grief, finances, and family dynamics that come into play when managing an inheritance.
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