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Case Study: Using Trusts to Pass on Wealth

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Content provided by Henssler Financial. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Henssler Financial or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

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Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Melanie Wells, CFP®, and Associate Peter Lynch explore the situation of a wealthy investor who wants to leave his massive estate to his five grandchildren. With the grandchildren ranging in ages from 3 to 20, the experts consider his option of using a trust to shelter their inheritance from estate and gift taxes. Additionally, the trust can allow him to control how his money is used from beyond the grave.

Read the Article: https://www.henssler.com/trusts-offer-control-and-protection-for-grandchildrens-legacy

  continue reading

825 episoade

Artwork
iconDistribuie
 
Manage episode 385007830 series 12842
Content provided by Henssler Financial. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Henssler Financial or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

Send us a Text Message.

Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Melanie Wells, CFP®, and Associate Peter Lynch explore the situation of a wealthy investor who wants to leave his massive estate to his five grandchildren. With the grandchildren ranging in ages from 3 to 20, the experts consider his option of using a trust to shelter their inheritance from estate and gift taxes. Additionally, the trust can allow him to control how his money is used from beyond the grave.

Read the Article: https://www.henssler.com/trusts-offer-control-and-protection-for-grandchildrens-legacy

  continue reading

825 episoade

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