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Financial Legacy Planning | Help Your Kids Now or Wait For Them to Inherit?

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Manage episode 382614751 series 1450702
Content provided by The Aaron Katsman Show and Aaron Katsman. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Aaron Katsman Show and Aaron Katsman 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.
When it comes to legacy planning, there are many approaches you can take. The big question that arises time and again is when should we start helping our children financially? Posthumously or during our lifetime when our kids might need it more? We're talking about it all on this week's show! ________________________________________________________________ SOCIAL LINKS: Facebook: https://www.facebook.com/AaronKatsmanLC/ LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ ________________________________________________________________ SUBSCRIBE TO THE PODCAST: iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR ________________________________________________________________ VISIT MY WEBSITE: Website: https://www.aaronkatsman.com/ ________________________________________________________________ CONTACT ME: Email me: aaron@lighthousecapital.co.il ________________________________________________________________ DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
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269 episodes

Artwork
iconShare
 
Manage episode 382614751 series 1450702
Content provided by The Aaron Katsman Show and Aaron Katsman. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Aaron Katsman Show and Aaron Katsman 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.
When it comes to legacy planning, there are many approaches you can take. The big question that arises time and again is when should we start helping our children financially? Posthumously or during our lifetime when our kids might need it more? We're talking about it all on this week's show! ________________________________________________________________ SOCIAL LINKS: Facebook: https://www.facebook.com/AaronKatsmanLC/ LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ ________________________________________________________________ SUBSCRIBE TO THE PODCAST: iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR ________________________________________________________________ VISIT MY WEBSITE: Website: https://www.aaronkatsman.com/ ________________________________________________________________ CONTACT ME: Email me: aaron@lighthousecapital.co.il ________________________________________________________________ DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
  continue reading

269 episodes

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