On today's episode, Steve shares the incredible story of Charles Feeney. Charles, a multi-billionaire, chose to give away his vast wealth, emphasizing the joy of giving while being alive. The episode explores the pros and cons of this philanthropic approach and delves into the importance of achieving a balance between generosity and self-preservation.

Steve discusses the complexities of leaving a financial legacy to your loved ones and the IRS, highlighting the recent changes in beneficiary rules for IRAs and 401(k)s. Learn how to optimize your financial plan, ensuring that you leave a lasting legacy for your family while minimizing taxes and maximizing the benefits for your heirs.

Questions about your legacy? For your complimentary Legacy and Estate Tax Plan call Steve today - 508-544-0560! 

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