• Fortunes Into the Future

  • Aug 2 2024
  • Length: 1 hr
  • Podcast

Fortunes Into the Future

  • Summary

  • Ben and Brent sit down to discuss how wealthy families can preserve legacy through generational gifting using strategic planning. Everyone has an estate plan, the default option usually being the worst one. It’s important to think about what impact your money will have on people after you die. It’s an uncomfortable reality to face, but a failure in doing so can cost you what would otherwise be a wonderful legacy.

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    About your Hosts

    Ben Jones

    Managing Director, National Wealth Management Group

    www.nwmgadvisors.com

    Author, www.karastick.com

    @thekaratstick

    https://www.linkedin.com/in/ben-nwmg/

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    Brent Gargano, CFPⓇ

    Founder & Advisor, Infinite Wealth Planning

    www.infinitewealthplanning.com

    linkedin.com/in/brent-gargano-cfp®-2067b573

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    Sources:

    Estate & Gift Tax

    https://taxfoundation.org/data/all/state/state-estate-tax-inheritance-tax-2023/

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    Editor:

    Trevor Gargano

    Trevor@nwmgadvisors.com

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    Disclosure:

    The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.

    Securities offered through LPL Financial, Member FINRA & SIPC.. Advisory services offered through National Wealth Management Group, LLC a registered investment advisor and separate entity from LPL Financial.

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