You have probably heard the saying “When you die you can’t take the money with you” countless times. If you can’t take the money with you, who do you want to leave your money with?
Deciding who and where to leave your money can be difficult.
In this episode, Scott Leonardi discusses the different options that people have in regards to who and where to leave their money. He also discusses the importance of having proper beneficiaries in places, so more goes to them and less goes to the government.
Scott discusses:
- The importance of having proper beneficiaries
- How to ensure more money goes where you want it to
- What gift tax is
- The reasons why life insurance can be used
- And more!
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Connect With Scott Leonardi:
- (937)898-2273
- Complete Solutions Inc.
- LinkedIn: Scott Leonardi
- LinkedIn: Complete Solutions Inc.
- Facebook: Complete Solutions Inc.
- Twitter: Scott Leonardi
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