Ep #81: Transferring Assets to Beneficiaries

Published: May 4, 2023, 10 a.m.

Many people who reach their 80s and 90s want to start transferring their assets to their kids early rather than wait for it to be inheritance\u2014but this may not always be the best way to do it. In today\u2019s episode, I\u2019m going to be sharing important insight into passing assets on to your beneficiaries. You will hear about common mistakes that parents make when trying to gift assets to their children, as well as how you can make the process easier and less of a financial burden on your beneficiaries.

You can find show notes and more information by clicking here: https://bit.ly/3oUFE0r