236. The Great Wealth Transfer Is Happening: How to Start the Family Inheritance Conversation and The Tax Trap Retirees Need to Know About
A massive $124 trillion is expected to pass from one generation to the next over the next 20 years, but most families aren’t talking about it. In this episode, Retirement Planners Loren Merkle and Clint Huntrods break down why inheritance conversations are often avoided, the disconnect between parents and children, and how a lack of communication can impact both finances and family relationships.You’ll also hear a hypothetical example of how tax planning can significantly affect what beneficiaries actually receive, and why having a clear plan before the transfer is so important. Whether you…
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