• Warning! Are you sabotaging an inheritance?

  • Apr 24 2024
  • Length: 38 mins
  • Podcast

Warning! Are you sabotaging an inheritance? By cover art

Warning! Are you sabotaging an inheritance?

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  • Summary

  • Designating a retirement account to go to a Trust after you die will trigger taxation upon death. Attorney Cathleen Gilbert, the owner of Gilbert Law Office, says retirement accounts should be willed to an individual instead. In order to be fully prepared, Cathleen says you should have a will, a trust, a power of attorney and a medical directive to make sure all your wishes are carried out without excessive delays or complications.

    Susan Speirs, the CEO of Utah Association of CPAs, explains what a fiduciary is and why it's important to have one when it comes planning for the inevitable -- death and taxes. And do you know how many death certificates you'll need after your loved one passes?

    You can follow this show on Instagram and on Facebook. And to see what Heather does when she's not talking money, go to her personal X (Twitter) page.

    Be sure to email Heather your questions and request topics you'd like her to cover here.
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