Passing Assets to the Next Generation
How much will you really leave your heirs? In this class, you will learn that all assets are not created equal when passing them to your heirs. You will gain an understanding of how your assets will be taxed and tips for which assets are best to pass down and which ones you should spend. Learn how to maximize the amount your heirs will enjoy and learn ways they can maximize their inheritance. We will also discuss the pros and cons of estate planning techniques such as wills, trusts, direct beneficiaries, and joint ownership.
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