Latest / The Red Wagon Estate Planning & Elder Law Show
Estate Planning for Grandparents: The Best Way to Pass Down Your Assets
People often think that they should transfer their assets directly to their grandchildren (or children) to avoid inheritance tax. Jeff explains why signing over assets to someone else can present serious risks to a family's financial health. He suggests using a trust instead so that you can ensure that your wealth will be there for your children and grandchildren when needed.
As with all the education provided by Jeff and the team at Bellomo & Associates, we're confident that a solid understanding of this topic will help you make smart decisions that safeguard your future and that of your…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.