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

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Manage episode 424797300 series 2608961
Indhold leveret af Nick Rosenbauer. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Nick Rosenbauer eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

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

info@CincinnatiEstatePlan.com

https://cincinnatiestateplan.com/contact/

  continue reading

115 episoder

Artwork
iconDel
 
Manage episode 424797300 series 2608961
Indhold leveret af Nick Rosenbauer. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Nick Rosenbauer eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

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

info@CincinnatiEstatePlan.com

https://cincinnatiestateplan.com/contact/

  continue reading

115 episoder

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