Trusts, Taxes, and the Silver Tsunami: Are You Ready?
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Trusts, Taxes, and the Silver Tsunami: Are You Ready?
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About this listen
What would you do if a windfall or inheritance changed your life overnight? This episode explores the realities of sudden wealth, the emotional and tax challenges of inheriting money, and smart strategies for passing on your legacy. Learn how to avoid costly mistakes, minimize taxes, and decide whether a trust is right for your family—all while honoring those who helped you build your future.
For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com!
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In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.