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Inheritance - Family Matters
Manage episode 373048097 series 3468502
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Brian and Jeff discuss inheritance and estate planning strategies, emphasizing the importance of considering who will receive inheritance and when, as well as treating the person who left the inheritance with respect. They also discuss proper planning and strategies to avoid common mistakes, including setting up trusts and ensuring that information is accessible to chosen beneficiaries. Additionally, they discuss tax-efficient strategies for inheritance planning when minors are named as beneficiaries, including spreading out the inheritance over 10 years to minimize taxes.
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