Diving Deep Into Estate Planning With Benjamin Rizzuto

Meet The Expert with Elliot Kallen

Conteúdo fornecido por Nazanin and Elliot Kallen. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Nazanin and Elliot Kallen ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.

10M ago 25:43

MP3•Home de episódios

Welcome to Season 4, Episode 3 of Meet the Expert® with Elliot Kallen!

In this episode, Elliot is joined by Benjamin Rizzuto from Janus Henderson Investors to discuss estate planning and why no one should hesitate to talk about it. Bravely facing the thoughts of retirement and death, they explore its financial and non-financial aspects, from tax implications, splitting money among beneficiaries, to the impact of inheritance on legacy building. Benjamin also shares three simple ways to decrease estate taxes and two essential things to remember to ensure a smooth wealth transfer.

Free Consultation: https://prosperityfinancialgroup.com/book-your-appointment

Visit Us: https://prosperityfinancialgroup.com

We understand—you’re busy. Between work, family, social, and personal life, it’s all too easy to be consumed by daily duties and lose sight of your financial priorities. But compromising on your financial dreams isn’t an option. That’s where we come in.

At Prosperity Financial Group, we’ll take care of your investment, retirement, and wealth management strategies so you can show up as the best version of yourself in your work and personal relationships. Our remote service structure enables us to help you from anywhere, anytime.

Get started: https://prosperityfinancialgroup.com/book-your-appointment

76 episódios