The Inheritance Playbook - Tax strategies to save time and money

Inheritance.
It's a word that can ruffle some feathers in some families, but if you don't plan for it you can wind up losing some of the money.
Whether your parents have a lot to leave or a little, there are strategies to implement while they're still alive to save time and money.
Chad Holmes is a financial planner and CPA who has written a book to help people be prepared with some tax-saving strategies. The book is called The Inheritance Playbook: Helping Your Parents Pass the Torch, Not the Tax.
Kim and Mike Barnes of Parenting Aging Parents talk to Chad about some of the strategies and the stories that he's encountered to help families not face unnecessary taxes and expenses.
To check out the book: amzn.to/3Nm9yUB
**********************************************
🧭 If you're a caregiver looking for more resources and support - join our free, private Facebook group to get insight and share experiences. For info: go to parentingagingparents.com.
🧭 The Caregiver’s Key - A Guide to Gathering Essential Information. Use this guide to gather and organize important information about your aging parents. It's a way to keep everything together and will prompt you with questions you didn’t even know to ask. For more info: parentingagingparents.com/the...

[@formulawealth]

Thanks for the discussion, Mike & Kim!!!

[@parentingagingparents]

Thanks for sharing your wisdom and insight!