))
The Best Time to Give a Financial Gift - Gifting During Life vs. Death - Choosing When to Give an Asset
Manage episode 340541805 series 2840050
Content provided by Financial Enhancement Group, LLC, Joe Clark, and CFP with Financial Enhancement Group. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Financial Enhancement Group, LLC, Joe Clark, and CFP with Financial Enhancement Group 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.
Generosity is a beautiful thing. Should you give to your children and charities before you are gone to make the most impact? When is the best time to leave a legacy? What is the best time to make a gift? Should you give your inheritance before you pass? These questions and more on this segment of Your Retirement Playbook! Call now to schedule your complimentary Next Steps Meeting at 800-928-4001 or learn more at www.yourlifeafterwork.com.
Connect with Financial Enhancement Group: Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup Join our Facebook Group at www.yourlifeafterwork.com/FinancialTidbits Visit our website at www.yourlifeafterwork.com We would love to answer your questions on air! Give us a call at 800-928-4001 or send them to TalkToFEG@yourlifeafterwork.com
451 episodes
Share
