If your spouse knows how your finances work, what happens after they pass? In this episode, we helped our fictional client Renee, a recent widow, understand the moving parts of her financial picture, work through the inheritance process, and adjust her taxes for the individual tax bracket. 💥 DOWNLOAD our free retirement planning guide: https://financialdesignstudio.com/two-questions-we-ask-every-client-before-they-retire/ 🚀 WORK WITH US: https://financialdesignstudio.com/get-started/ 👋 ABOU...
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If your spouse knows how your finances work, what happens after they pass? In this episode, we helped our fictional client Renee, a recent widow, understand the moving parts of her financial picture, work through the inheritance process, and adjust her taxes for the individual tax bracket. 💥 DOWNLOAD our free retirement planning guide: https://financialdesignstudio.com/two-questions-we-ask-every-client-before-they-retire/ 🚀 WORK WITH US: https://financialdesignstudio.com/get-started/ 👋 ABOU...
What to Learn from Retirees Who Donated All Their Money
Behind The Designs
37 minutes
1 month ago
What to Learn from Retirees Who Donated All Their Money
In this episode, we walk through all the years of planning we've done for two fictional clients near the end of their retirement. Adam & Alice have saved super well but don't have any family to pass these assets onto. Their plan covers how to give everything away, healthcare in your older years, and building estate plans. We are Financial Design Studio: Michelle, Steve, Rob, and Trevore…We have a passion for helping others reach financial success. Part of our job is to teach you abo...
Behind The Designs
If your spouse knows how your finances work, what happens after they pass? In this episode, we helped our fictional client Renee, a recent widow, understand the moving parts of her financial picture, work through the inheritance process, and adjust her taxes for the individual tax bracket. 💥 DOWNLOAD our free retirement planning guide: https://financialdesignstudio.com/two-questions-we-ask-every-client-before-they-retire/ 🚀 WORK WITH US: https://financialdesignstudio.com/get-started/ 👋 ABOU...
