A New Trend with Estate Planning
Fire Your Financial Advisor by Golden Reserve · Greg Aler
June 10, 20257m 4s
Audio is streamed directly from the publisher (p.podderapp.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
Some boomers are electing to skip their kids and send their inheritance down to their grandchildren. We explore the pros and cons and what to watch out for.
Subscribe or follow so you never miss an episode!
Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube.
See omnystudio.com/listener for privacy information.
Topics
retirementestate planningfinancial advicetrustsinheritancenursing home eligibilitytax implicationsfinancial planning