Here’s the problem when you leave a home to your heirs, namely your children.
Why dividing your estate evenly could create unnecessary taxes
Dividing your estate evenly between family, friends and charity could create unnecessary taxes for your friends and family. Here’s a real life example…
The #1 Common Living Trust Mistake
Brian shares the #1 common mistake that he sees with Living Trusts, whether professionally prepared by an attorney or prepared by you. That big mistake? Failing to retitle all of your assets into the living trusts name. Why is this important? Doing so will avoid a large tax bill on the inheritance. In this video, Brian also shares a tax … Read More
Don’t Make the Kids Wait to Get Their Inheritance. Here’s Why…
This time of year is very popular to gather with family members. So why not invest some time to think about whether you should give any of your family members some of their inheritance now instead of making them wait until later.