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The Best Time to Give a Financial Gift - Gifting During Life vs. Death - Choosing When to Give an Asset

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Manage episode 340541805 series 2840050
内容由Financial Enhancement Group, LLC, Joe Clark, and CFP with Financial Enhancement Group提供。所有播客内容(包括剧集、图形和播客描述)均由 Financial Enhancement Group, LLC, Joe Clark, and CFP with Financial Enhancement Group 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Generosity is a beautiful thing. Should you give to your children and charities before you are gone to make the most impact? When is the best time to leave a legacy? What is the best time to make a gift? Should you give your inheritance before you pass? These questions and more on this segment of Your Retirement Playbook! Call now to schedule your complimentary Next Steps Meeting at 800-928-4001 or learn more at www.yourlifeafterwork.com.

Connect with Financial Enhancement Group: Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup Join our Facebook Group at www.yourlifeafterwork.com/FinancialTidbits Visit our website at www.yourlifeafterwork.com We would love to answer your questions on air! Give us a call at 800-928-4001 or send them to TalkToFEG@yourlifeafterwork.com

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Artwork
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Manage episode 340541805 series 2840050
内容由Financial Enhancement Group, LLC, Joe Clark, and CFP with Financial Enhancement Group提供。所有播客内容(包括剧集、图形和播客描述)均由 Financial Enhancement Group, LLC, Joe Clark, and CFP with Financial Enhancement Group 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Generosity is a beautiful thing. Should you give to your children and charities before you are gone to make the most impact? When is the best time to leave a legacy? What is the best time to make a gift? Should you give your inheritance before you pass? These questions and more on this segment of Your Retirement Playbook! Call now to schedule your complimentary Next Steps Meeting at 800-928-4001 or learn more at www.yourlifeafterwork.com.

Connect with Financial Enhancement Group: Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup Join our Facebook Group at www.yourlifeafterwork.com/FinancialTidbits Visit our website at www.yourlifeafterwork.com We would love to answer your questions on air! Give us a call at 800-928-4001 or send them to TalkToFEG@yourlifeafterwork.com

  continue reading

451集单集

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