Episode 52: Estate Planning for Grandparents: The Best Way to Pass Down Your Assets

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Mar 01, 2024

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Pennsylvania - South Central PA

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Episode 52:  Estate Planning for Grandparents: The Best Way to Pass Down Your Assets  


People often think they should transfer their assets directly to their grandchildren (or children) to avoid inheritance tax. Jeff explains why signing over assets to someone else can present serious risks to a family’s financial health. He suggests using a trust instead so that you can ensure that your wealth will be there for your children and grandchildren when needed.  


As with all the education provided by Jeff and the team at Bellomo & Associates, we’re confident that a solid understanding of this topic will help you make smart decisions that safeguard your future and that of your family. 


Don't forget to Follow, Like, and Subscribe for upcoming podcast episodes:


🍎 Apple: https://podcasts.apple.com/us/podcast/estate-planning-for-grandparents-the-best-way-to-pass/id1634278675?i=1000622478823

🎬 YouTube: https://youtu.be/AKX8jGw1GCE

🟢 Spotify: https://open.spotify.com/episode/4sBLyrmJsgj0ggU0purvHT?si=jFRCt36BRcinVui-FSiMmA


  • To view the original version of this article visit youtu.be/AKX8jGw1GCE
  • Seniors Blue Book was not involved in the creation of this content.

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