The Great Wealth Transfer: How to Protect Your Estate and Pass Assets Wisely
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The Great Wealth Transfer: How to Protect Your Estate and Pass Assets Wisely
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About this listen
In this episode of the Safe Haven Solutions Podcast, Larry and Kyle unpack the coming Great Wealth Transfer and what today’s retirees need to know about passing assets — including the family home — to the next generation. They cover the importance of proper estate planning, avoiding probate, smart ways to gift assets while living, and how taxes, long-term care, and beneficiary mistakes can derail your legacy.
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