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Kandungan disediakan oleh Greg McIntyre, J.D., M.B.A., Greg McIntyre, J.D., and M.B.A.. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Greg McIntyre, J.D., M.B.A., Greg McIntyre, J.D., and M.B.A. atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
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Protecting Your Legacy: Smart Strategies for Underage Beneficiaries

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Manage episode 441774605 series 2286021
Kandungan disediakan oleh Greg McIntyre, J.D., M.B.A., Greg McIntyre, J.D., and M.B.A.. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Greg McIntyre, J.D., M.B.A., Greg McIntyre, J.D., and M.B.A. atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

What if leaving an inheritance to your underage children could harm them more than help? Join Greg McIntyre and Jordan Bentley on this week's Elder Law Report as we tackle the complicated and often misunderstood topic of underage beneficiaries. We'll discuss why directly leaving money or property to minors can lead to inaccessible funds and poor financial decisions, potentially turning a well-meaning gift into a detrimental burden.
Tune in to explore smarter strategies for securing your child's or grandchild's future. We dive deep into the benefits of trusts, where discretionary language can control how and when funds are distributed. Learn how structuring these distributions over time can support educational goals and major life milestones without overwhelming young beneficiaries. This episode is packed with actionable insights to ensure your legacy contributes to a prosperous future for your loved ones. Don't miss this critical conversation!

  continue reading

600 episod

Artwork
iconKongsi
 
Manage episode 441774605 series 2286021
Kandungan disediakan oleh Greg McIntyre, J.D., M.B.A., Greg McIntyre, J.D., and M.B.A.. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Greg McIntyre, J.D., M.B.A., Greg McIntyre, J.D., and M.B.A. atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

What if leaving an inheritance to your underage children could harm them more than help? Join Greg McIntyre and Jordan Bentley on this week's Elder Law Report as we tackle the complicated and often misunderstood topic of underage beneficiaries. We'll discuss why directly leaving money or property to minors can lead to inaccessible funds and poor financial decisions, potentially turning a well-meaning gift into a detrimental burden.
Tune in to explore smarter strategies for securing your child's or grandchild's future. We dive deep into the benefits of trusts, where discretionary language can control how and when funds are distributed. Learn how structuring these distributions over time can support educational goals and major life milestones without overwhelming young beneficiaries. This episode is packed with actionable insights to ensure your legacy contributes to a prosperous future for your loved ones. Don't miss this critical conversation!

  continue reading

600 episod

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