What seems like a simple decision about a family home can have consequences that last for generations. In this episode, the WWM team dives into one of the most common estate planning mistakes parents make when passing down a house and explains why good intentions don't always lead to the best financial outcome.

The conversation explores how ownership decisions can affect taxes, inheritance, and family wealth transfer, along with strategies families are using to help preserve more of what they've worked so hard to build. Plus, the team discusses the importance of having open conversations about trusts, estate documents, and family wishes before important decisions need to be made.

You'll also learn:

• The financial impact of passing a home to the next generation

• How inheritance rules can impact future taxes

• Key estate planning conversations every family should have

• Smart wealth transfer strategies families are considering today

• Retirement tax planning ideas, including Roth conversion opportunities

If passing down a home or preserving family wealth is part of your long-term plan, this episode offers practical insights that could help you avoid costly mistakes and make more informed decisions for the next generation.

Click on the following link to schedule a free consultation. https://wwmfinancial.com/consultation/

Date Recorded: 6/18/26

Disclosure:

WWM Financial is an SEC Registered Investment Advisor

The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Tax considerations presented may not be appropriate every individual circumstance. A tax professional should be consulted before making any decisions about your tax liability.

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