))
July 27, 2024 – Super Hero Chad Rupprecht Recovering Beautifully from Knee Replacement Surgery! – What impact will the election have on the economy and the markets? – Our MtM Babies – Annabelle, Nico, Blake, and Ainsley continue to grow and thrive!
Manage episode 431484814 series 1094528
Conteúdo fornecido por Gene Dickison. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Gene Dickison 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.
Gene and Alyssa answer buckets o’ questions:
- He asks if an executor is personally responsible for paying inheritance tax if the estate runs out of money?
- He is receiving money from an estate that he wishes to go to his nephew. Can he use a disclaimer?
- Social media says you should use an irrevocable trust for your family. True or false?
- She and her sister received inheritances. Can she set up a trust for her sister to protect her?
- Lots more . . .
Free Second Opinion Meetings
- Meet with a More than Money advisor to review your entire financial picture or simply project your retirement
- Meet with our Social Security partner to plan the best S/S strategy for you
- Meet with our estate planning attorney partner to review your estate plans – if you have any
- Meet with our insurance partner to review your life or long term care coverages
- Discover how to have your 401(k) professionally managed without leaving your company plan
Schedule a free second opinion meeting with a More than Money advisor?
Call today (610-746-7007) or email (Gene@AskMtM.com) to schedule your time with us.
93 episódios
Compartilhar
