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Ep #81: Transferring Assets to Beneficiaries
Manage episode 362439438 series 3378485
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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—but this may not always be the best way to do it. In today’s episode, I’m 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
🗓️ Meet with me: https://paradigmwealthpartners.com/begin-your-journey/#calendly
↔️ Connect with me on LinkedIn: https://www.linkedin.com/in/jbednarii/
🌐 Paradigm Wealth Partners (website) – Financial planning for career professionals who want to retire and stay retired: https://paradigmwealthpartners.com/
🌐 What the Wealth (website) – Adding clarity to difficult financial topics: https://whatthewealth.com/
▶️ YouTube: What the Wealth / Paradigm Wealth Partners
If you or someone you care about could use the help of a financial advisor and sees the value in establishing a financial plan, please reach out to me.
Thanks for Listening!
Jonathan
96 episodes
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