
Sign up to save your podcasts
Or


For all listener questions/feedback, please contact the team at [email protected]
When you pass away, if your money is being passed onto a non-dependant beneficiary (e.g. adult children) a portion of these funds will be taxed. Dallas and Michael discuss a way to avoid this inheritance tax.
By Dallas & Michael of Money Over 50 Financial AdvisersFor all listener questions/feedback, please contact the team at [email protected]
When you pass away, if your money is being passed onto a non-dependant beneficiary (e.g. adult children) a portion of these funds will be taxed. Dallas and Michael discuss a way to avoid this inheritance tax.