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Selling The House To Your Own Kids... And Beating Taxes While You Do It.

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Manage episode 296171652 series 2874421
Content provided by Dave Lopez and ILG Financial. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dave Lopez and ILG 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://player.fm/legal.
There’s been a lot of talk about taxes lately and the changes to come. Dave has talked a lot about what to expect and how they can impact your retirement. But there’s another side to heavy taxes that isn’t talked about quite as often, and that’s how these coming tax changes can affect your legacy, what you want to leave to your heirs. Whether you want to leave everything you have to your kids, charity, or Uncle Sam, is entirely up to you. But you have worked hard your entire life to accumulate what you have. Don’t you think YOU should get to make that choice as to where your wealth goes after you’re gone? Dave, can you break down how to handle our estate if we want to pass it on to our heirs, without being slammed by taxes?
  continue reading

67 episodes

Artwork
iconShare
 
Manage episode 296171652 series 2874421
Content provided by Dave Lopez and ILG Financial. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dave Lopez and ILG 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://player.fm/legal.
There’s been a lot of talk about taxes lately and the changes to come. Dave has talked a lot about what to expect and how they can impact your retirement. But there’s another side to heavy taxes that isn’t talked about quite as often, and that’s how these coming tax changes can affect your legacy, what you want to leave to your heirs. Whether you want to leave everything you have to your kids, charity, or Uncle Sam, is entirely up to you. But you have worked hard your entire life to accumulate what you have. Don’t you think YOU should get to make that choice as to where your wealth goes after you’re gone? Dave, can you break down how to handle our estate if we want to pass it on to our heirs, without being slammed by taxes?
  continue reading

67 episodes

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