As trustee, your role is to distribute someone else's money. But the emotions, expectations, and estate rules can make this role more complex than you expected. In this episode we explain how the legal process of inheritances work, how to manage beneficiary relationships, and how to accomplish all this in a tax efficient way. 💥 DOWNLOAD our free retirement planning guide: https://financialdesignstudio.com/two-questions-we-ask-every-client-before-they-retire/ 🚀 WORK WITH US: https://fin...
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As trustee, your role is to distribute someone else's money. But the emotions, expectations, and estate rules can make this role more complex than you expected. In this episode we explain how the legal process of inheritances work, how to manage beneficiary relationships, and how to accomplish all this in a tax efficient way. 💥 DOWNLOAD our free retirement planning guide: https://financialdesignstudio.com/two-questions-we-ask-every-client-before-they-retire/ 🚀 WORK WITH US: https://fin...
In this fictional case study, we walk you through a financial plan for two executives retiring in five years. They wonder how they will retire early without dealing with large withdrawal penalties or taxes on short term gains. And while they feel good about how much they saved, they still worry that they won't have enough after they start traveling in their retirement years. We are Financial Design Studio: Michelle, Steve, Rob, and Trevore…We have a passion for helping others reach fina...
Behind The Designs
As trustee, your role is to distribute someone else's money. But the emotions, expectations, and estate rules can make this role more complex than you expected. In this episode we explain how the legal process of inheritances work, how to manage beneficiary relationships, and how to accomplish all this in a tax efficient way. 💥 DOWNLOAD our free retirement planning guide: https://financialdesignstudio.com/two-questions-we-ask-every-client-before-they-retire/ 🚀 WORK WITH US: https://fin...
