Smart Money Questions

What to Know About Legacy and Estate Planning

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Sinopsis

When making your legacy and estate plan, it’s crucial to know how taxes will affect that plan. Matt explains why you want to be careful and shares some real-life examples.   Read more and get additional financial resources here: https://wp.me/p9B077-MD    What we discuss on this episode:  2:28 – Charities and individuals 6:00 – How much money should go to each? 9:50 – Moving to a new state 13:46 – Additional properties 16:35 – Question: What is a reasonable amount to leave as a legacy?