Diving Deep Into Estate Planning With Benjamin Rizzuto

Meet The Expert with Elliot Kallen

Sisällön tarjoaa Nazanin and Elliot Kallen. Nazanin and Elliot Kallen tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.

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Welcome to Season 4, Episode 3 of Meet the Expert® with Elliot Kallen!

In this episode, Elliot is joined by Benjamin Rizzuto from Janus Henderson Investors to discuss estate planning and why no one should hesitate to talk about it. Bravely facing the thoughts of retirement and death, they explore its financial and non-financial aspects, from tax implications, splitting money among beneficiaries, to the impact of inheritance on legacy building. Benjamin also shares three simple ways to decrease estate taxes and two essential things to remember to ensure a smooth wealth transfer.

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At Prosperity Financial Group, we’ll take care of your investment, retirement, and wealth management strategies so you can show up as the best version of yourself in your work and personal relationships. Our remote service structure enables us to help you from anywhere, anytime.

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