Case Study: Using Trusts to Pass on Wealth

Henssler Money Talks

English - November 21, 2023 13:00 - 12 minutes - 8.57 MB - ★★★★★ - 8 ratings
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Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Melanie Wells, CFP®, and Associate Peter Lynch explore the situation of a wealthy investor who wants to leave his massive estate to his five grandchildren. With the grandchildren ranging in ages from 3 to 20, the experts consider his option of using a trust to shelter their inheritance from estate and gift taxes. Additionally, the trust can allow him to control how his money is used from beyond the grave.

Read the Article: https://www.henssler.com/trusts-offer-control-and-protection-for-grandchildrens-legacy