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Ep. 89 Avoid Leaving Your Heirs a Big Tax Liability - Do This Instead
Manage episode 456433065 series 3559080
المحتوى المقدم من Sean Moran. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Sean Moran 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.
In this episode of the Red Barn Financial Podcast, Sean Moran talks about the unintended consequences of leaving money to loved ones.
When you leave money to someone, you may be leaving them a tax liability that could have been smaller with a bit of planning.
Here are a few things to consider:
- Plan while both spouses are alive
- Consider the tax bracket of the people you are gifting to
- Think about actionable planning to reduce your tax liability over time
- Giving equal amounts to multiple people doesn't always result in them receiving an equal amount.
This chart will help you follow along:
Disclaimer: This is not tax, legal or investment advice. Each person's circumstance is different and your situation may be different. Feel free to reach out for a consultation. Contact smoran@redbarnfinancial.com visit www.redbarnfinancial.com or call 615-619-6919
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