Smart Money Questions

Weekly investing and financial planning wisdom seeking to provide answers to your financial questions with your host, Matt Hausman.

What to Know About Legacy and Estate Planning

Posted on January 21st, 2021

When making your legacy and estate plan, it’s crucial to know how taxes will affect that plan. Matt explains why you want to be careful and shares some real-life examples.


Read more and get additional financial resources here: 


What we discuss on this episode: 

2:28 – Charities and individuals

6:00 – How much money should go to each?

9:50 – Moving to a new state

13:46 – Additional properties

16:35 – Question: What is a reasonable amount to leave as a legacy?

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