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The Inheritance Talk

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Manage episode 438956689 series 3468502
Content provided by Akers Financial Group. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Akers Financial Group or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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Brian Akers and Jeff Akers, Certified Financial Planners, discuss inheritance planning on their radio show "Winning in Retirement." They emphasize the importance of proper estate planning, including naming beneficiaries and setting up trusts. They highlight the concept of "estate flow" to outline where money goes upon death. They explain the tax implications of inheritance, such as step-up basis for stocks and tax-free status for life insurance payouts. They also discuss the importance of planning for special needs and the role of trusts in managing inheritances. The show aims to educate listeners on the complexities of inheritance and the need for thorough financial planning.

  continue reading

186 episodes

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iconShare
 
Manage episode 438956689 series 3468502
Content provided by Akers Financial Group. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Akers Financial Group or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Send us a text

Brian Akers and Jeff Akers, Certified Financial Planners, discuss inheritance planning on their radio show "Winning in Retirement." They emphasize the importance of proper estate planning, including naming beneficiaries and setting up trusts. They highlight the concept of "estate flow" to outline where money goes upon death. They explain the tax implications of inheritance, such as step-up basis for stocks and tax-free status for life insurance payouts. They also discuss the importance of planning for special needs and the role of trusts in managing inheritances. The show aims to educate listeners on the complexities of inheritance and the need for thorough financial planning.

  continue reading

186 episodes

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