“Well… It Depends!” presents the pros and cons of financial decision making so you feel more informed and confident in your choices.

 

This week, host Andrew Baron, CFP®, EA, dives into the question “How Do I Give Money to My Heirs?”

 

This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email us at [email protected]

 

For a full transcript, click here.

Well... It Depends!
How Do I Give Money to My Heirs?
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