• What to Do if You’re Worried About Leaving Your Child a Large Sum of Money

  • 2024/12/27
  • 再生時間： 10 分
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What to Do if You’re Worried About Leaving Your Child a Large Sum of Money

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  • Estate planning can be difficult enough on its own but what happens when you’re hesitant to leave behind a large sum to a child who might be lacking financial responsibility. This challenge is the focus of the latest episode of the Money Wisdom podcast with Jake Doser, CFP®, CPWA® and Nick Colantuono, CFP®. They tackle a common concern shared by many parents: ensuring their wealth is managed wisely after they're gone.

    Here’s what we discuss in this episode:

    0:00 – Intro and question

    0:47 – Common situation for families

    2:06 – Types of accounts matter

    4:50 – Ways to lower taxes

    6:01 – Will vs trust

    9:04 – Next steps

    Check out our other free financial resources here: https://johnsonbrunetti.com/financial-resources/

    Contact our team: https://johnsonbrunetti.com/contact-us/

    Check us out on YouTube: https://bit.ly/3CcAzai
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あらすじ・解説

Estate planning can be difficult enough on its own but what happens when you’re hesitant to leave behind a large sum to a child who might be lacking financial responsibility. This challenge is the focus of the latest episode of the Money Wisdom podcast with Jake Doser, CFP®, CPWA® and Nick Colantuono, CFP®. They tackle a common concern shared by many parents: ensuring their wealth is managed wisely after they're gone.

Here’s what we discuss in this episode:

0:00 – Intro and question

0:47 – Common situation for families

2:06 – Types of accounts matter

4:50 – Ways to lower taxes

6:01 – Will vs trust

9:04 – Next steps

Check out our other free financial resources here: https://johnsonbrunetti.com/financial-resources/

Contact our team: https://johnsonbrunetti.com/contact-us/

Check us out on YouTube: https://bit.ly/3CcAzai
続きを読む 一部表示

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