The Inheritance Playbook: Helping Your Parents Pass the Torch, Not the Tax

DO YOU HAVE AGING PARENTS AND THE STRESS OF KNOWING YOU WILL BE SETTLING THEIR ESTATE SOMEDAY? DID YOU KNOW THERE ARE STRATEGIES AVAILABLE THAT YOU CAN IMPLEMENT WHILE THEY’RE ALIVE TO SAVE TIME AND MONEY?
In the delicate balance of aging parents and looming inheritance, the responsibilities of managing their finances can be overwhelming. But what if these duties could be transformed into a proactive game plan that benefits not only your parents but your entire family?
The Inheritance Playbook explores the nuances of serving as power of attorney, sharing insights you can apply to your own family’s unique circumstances. Author and expert Chad Holmes weaves complex tax-saving strategies into relatable, entertaining parables, making advanced financial concepts accessible and easy to comprehend. The strategies shared here aren’t reserved for the ultra-wealthy; they are tailored for any family navigating the emotional journey of losing a loved one and the fear of wasting the inheritance on unnecessary taxes and expenses.
In this engaging, occasionally humorous narrative, you will learn: