What to Know About Legacy and Estate Planning


Manage episode 282826589 series 2366549
By Matt Hausman. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

When making your legacy and estate plan, it’s crucial to know how taxes will affect that plan. Matt explains why you want to be careful and shares some real-life examples.

Read more and get additional financial resources here: https://wp.me/p9B077-MD

What we discuss on this episode:

2:28 – Charities and individuals

6:00 – How much money should go to each?

9:50 – Moving to a new state

13:46 – Additional properties

16:35 – Question: What is a reasonable amount to leave as a legacy?

141 episodes