Latest / The Red Wagon Estate Planning & Elder Law Show
Mastering Wealth Transfer: Coordinate Your Assets for an Effective Estate Plan
There are four ways to transfer assets to your loved ones: joint ownership, sole ownership, sole ownership with beneficiary designations, and via a trust. Depending on your situation, you could use one or more of these methods. It is vitally important, however, that you treat the four methods as related elements in an overarching estate plan.
Jeff takes you through the proper use cases and tax implications of each wealth transfer method. He issues a reminder that family members with special needs require unique consideration within the overall estate plan. And, he encourages you to review…
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