19 minutes | Nov 20, 2019

Episode 4 – Blending Your Family in Wealth

When it comes to blended families and blending assets, things can get a little complicated.  In this episode of Savvy Wealth Podcast, Amar Shah shares insight into why planning takes on a whole new level of importance when you’re passing down wealth within a blended family.  In this episode, you will learn: What will happen to your wealth if you don’t update documents before you pass away Why Amar recommends focusing on communication and preparation when blending families and assets About complexities with tax laws that may require more frequent family meetings How to achieve harmony within your family dynamics And more! Tune in to learn how to blend your family and your financial assets.  Resources:  Client First Capital 
Play
Like
Play Next
Mark
Played
Share