• Protecting Your Legacy: Smart Strategies for Underage Beneficiaries

  • Sep 25 2024
  • Length: 9 mins
  • Podcast

Protecting Your Legacy: Smart Strategies for Underage Beneficiaries

Listen for free

View show details

  • Summary

  • 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!
    Show more Show less
Show more Show less
activate_Holiday_promo_in_buybox_DT_T2

What listeners say about Protecting Your Legacy: Smart Strategies for Underage Beneficiaries

Average customer ratings

Reviews - Please select the tabs below to change the source of reviews.

Audible.com reviews

Amazon reviews
No Reviews are Available