More than Money

Gene and Alyssa answer buckets o’ questions: He asks if an executor is personally responsible for paying inheritance tax if the estate runs out of money? He is receiving money from an estate that he wishes to go to his nephew.  Can he use a disclaimer? Social media says you should use an irrevocable trust for your family.  True or false? She and her sister received inheritances.  Can she set up a trust for her sister to protect her?  Lots more . . . Free Second Opinion Meetings Meet with a More than Money advisor to review your entire financial picture or simply project your retirement Meet with our Social Security partner to plan the best S/S strategy for you Meet with our estate planning attorney partner to review your estate plans – if you have any Meet with our insurance partner to review your life or long term care coverages Discover how to have your 401(k) professionally managed without leaving your company plan Schedule a free second opinion meeting with a More t