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...
Case Study 2: Relocating to Care for Aging Parents
Behind The Designs
1 hour
5 months ago
Case Study 2: Relocating to Care for Aging Parents
In this fictional case study, we help a couple nearing retirement decide how to fund the purchase of a new home, as they adjust to relocating to care for aging parents, without taking on debt and pushing back their retirement date. We are Financial Design Studio: Michelle, Steve, Rob, and Trevore…We have a passion for helping others reach financial success. Part of our job is to teach you about money, so you can make educated financial choices! Learn more about us at our website https...
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...
