Episode 56: Mastering Wealth Transfer: Coordinate Your Assets for an Effective Estate Plan

Posted on

Apr 26, 2024

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Pennsylvania - South Central PA

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There are four ways to transfer assets to your loved ones: joint ownership, sole ownership, sole ownership with beneficiary designations, and via a trust. Depending on your situation, you could use one or more of these methods. It is vitally important, however, that you treat the four methods as related elements in an overarching estate plan.  


Jeff takes you through the proper use cases and tax implications of each wealth transfer method. He issues a reminder that family members with special needs require unique consideration within the overall estate plan. And, he encourages you to review your legal and financial arrangements to ensure that they are well coordinated and aligned with your long-term goals.


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๐ŸŽ Apple: https://podcasts.apple.com/us/podcast/mastering-wealth-transfer-coordinate-your-assets-for/id1634278675?i=1000625510053

๐ŸŽฌ YouTube: https://youtu.be/cu4k69D_iRA

๐ŸŸข Spotify: https://open.spotify.com/episode/0sIs3YeTTOVZm8hfj0q9zo?si=Q95FXdRjSce9frvl56XGWA


  • To view the original version of this article visit youtu.be/cu4k69D_iRA
  • Seniors Blue Book was not involved in the creation of this content.

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