Your Money. Your Mission.
The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial tools to help you have confidence in your financial future.
Your Money. Your Mission.
The Great Wealth Transfer Part 2: Wealth Transfer Strategies for Your Family's Next Chapter
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In this episode of the Your Money Your Mission podcast, host and SVP Wealth Fiduciary Advisor, Kelly Mould with SVP Director of Wealth Strategy, Joe Maier and SVP Private Client Banking Leader, Jackie Ruppel cover the estate planning tools most families don't fully understand, debunk common myths and explain why having a solid team make all the difference. The episode also covers the looming estate tax exemption sunset, the real difference between revocable and irrevocable trusts and the underserved role of women as wealth inheritors. The overarching message: A successful wealth transfer is built on communication, preparation and a team of advocates — not just the paperwork.
In this episode:
- 00:00 – 07:22: Intro and Bridging the “Why” to “How”
- 07:23 – 13:10: Busting Estate Planning Myths
- 13:11 – 21:59: Estate Tax Exemptions, Attorneys and Probate
- 22:00 – 31:18: Types of Trust Structures
- 31:19 – 36:42: Navigating Gifting and Gifting Limits
- 36:43 – 40:01: Preparing Children for Wealth
- 40:02 – 45:04: The Great Wealth Transfer’s Impact on Women
- 45:05 – 50:24: Building Your Advisory Team
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