Complete Estate Planning

The Pros & Cons of Itemizing Invidiual Accounts vs. Dividing a Percentage of the Entire Estate


Listen Later

In this episode, we're exploring two different paths you can take when designating benefits. We focus on the pros and cons of itemizing individual accounts versus dividing a percentage of your entire estate. We also look at how each approach can impact your financial legacy. Tune in as we break down these strategies to help you choose the best path for your estate planning goals.

 

Contact:  

513-463-6789  

https://cincinnatiestateplan.com/contact/ 

...more
View all episodesView all episodes
Download on the App Store

Complete Estate PlanningBy Nick Rosenbauer

  • 4.7
  • 4.7
  • 4.7
  • 4.7
  • 4.7

4.7

42 ratings


More shows like Complete Estate Planning

View all
Main Street Business by Mark J Kohler and Mat Sorensen

Main Street Business

588 Listeners

Sound Retirement Radio by Jason Parker

Sound Retirement Radio

442 Listeners

Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

811 Listeners

Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

Retirement Answer Man

1,311 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

534 Listeners

The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

The Retirement and IRA Show

744 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

674 Listeners

Small Business Tax Savings Podcast by Mike Jesowshek, CPA

Small Business Tax Savings Podcast

256 Listeners

Estate Planning Strategies by Christopher Small

Estate Planning Strategies

46 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

811 Listeners

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) by Ari Taublieb, CFP®, MBA

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)

567 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

944 Listeners

Retire With Style by Wade Pfau & Alex Murguia

Retire With Style

184 Listeners

Passing It On: Estate Planning for Families by Michael Pevney

Passing It On: Estate Planning for Families

10 Listeners

Everything Estate Planning by Valerie Zammitti

Everything Estate Planning

4 Listeners