Death & taxes affects everyone with Ronda Gardner & Susan Speirs
Money Making Sense
English - May 31, 2017 07:30 - 8 minutes - 3.74 MB - ★★★★★ - 22 ratingsSelf-Improvement Education Business Investing Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Death & taxes for the rich with Ronda Gardner
In part 2 of 'Death & Taxes' we take on lower & middle class income earners. You have a modest estate, a middle class home, maybe a couple thousand in a 401k and you don't know how to divide it up among your beneficiaries. Ronda Gardner owner of Gardner Estate & Trust, CPA and the CEO of Utah Association of Certified Public Accountants, Susan Speirs sifts through the process. What's the best way to prevent in-fighting between multiple people who inherit? Why designating a 'specific bequest' could save your inheritor from paying taxes.
See omnystudio.com/listener for privacy information.