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July 27, 2024 – Super Hero Chad Rupprecht Recovering Beautifully from Knee Replacement Surgery! – What impact will the election have on the economy and the markets? – Our MtM Babies – Annabelle, Nico, Blake, and Ainsley continue to grow and thrive!
Manage episode 431484814 series 1094528
المحتوى المقدم من Gene Dickison. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Gene Dickison أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
Gene and Alyssa answer buckets o’ questions:
- He asks if an executor is personally responsible for paying inheritance tax if the estate runs out of money?
- He is receiving money from an estate that he wishes to go to his nephew. Can he use a disclaimer?
- Social media says you should use an irrevocable trust for your family. True or false?
- She and her sister received inheritances. Can she set up a trust for her sister to protect her?
- Lots more . . .
Free Second Opinion Meetings
- Meet with a More than Money advisor to review your entire financial picture or simply project your retirement
- Meet with our Social Security partner to plan the best S/S strategy for you
- Meet with our estate planning attorney partner to review your estate plans – if you have any
- Meet with our insurance partner to review your life or long term care coverages
- Discover how to have your 401(k) professionally managed without leaving your company plan
Schedule a free second opinion meeting with a More than Money advisor?
Call today (610-746-7007) or email (Gene@AskMtM.com) to schedule your time with us.
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