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The Inheritance Playbook: Helping Your Parents Pass the Torch, Not the Tax
DO YOU HAVE AGING PARENTS AND THE STRESS OF KNOWING YOU WILL BE SETTLING THEIR ESTATE SOMEDAY? DID YOU KNOW THERE ARE STRATEGIES AVAILABLE THAT YOU CAN IMPLEMENT WHILE THEY’RE ALIVE TO SAVE TIME AND MONEY?
In the delicate balance of aging parents and looming inheritance, the responsibilities of managing their finances can be overwhelming. But what if these duties could be transformed into a proactive game plan that benefits not only your parents but your entire family?
The Inheritance Playbook explores the nuances of serving as power of attorney, sharing insights you can apply to your own family’s unique circumstances. Author and expert Chad Holmes weaves complex tax-saving strategies into relatable, entertaining parables, making advanced financial concepts accessible and easy to comprehend. The strategies shared here aren’t reserved for the ultra-wealthy; they are tailored for any family navigating the emotional journey of losing a loved one and the fear of wasting the inheritance on unnecessary taxes and expenses.
In this engaging, occasionally humorous narrative, you will
What probate is and why you would typically want to avoid itThe benefits of being proactive before your parents pass awayWhat information you need to know now to avoid stress and headaches laterThe tax strategies that can be done for free and don’t require a fancy trustSimple hacks to maximize your inheritance and avoid unnecessary money loss
The time to act is now. Embark on a transformative journey that guides your family to take advantage of less-known tax laws to save money and simplify the estate settling process. Keep the torch of your parents’ legacy shining brighter for longer. Get a copy now!
In the delicate balance of aging parents and looming inheritance, the responsibilities of managing their finances can be overwhelming. But what if these duties could be transformed into a proactive game plan that benefits not only your parents but your entire family?
The Inheritance Playbook explores the nuances of serving as power of attorney, sharing insights you can apply to your own family’s unique circumstances. Author and expert Chad Holmes weaves complex tax-saving strategies into relatable, entertaining parables, making advanced financial concepts accessible and easy to comprehend. The strategies shared here aren’t reserved for the ultra-wealthy; they are tailored for any family navigating the emotional journey of losing a loved one and the fear of wasting the inheritance on unnecessary taxes and expenses.
In this engaging, occasionally humorous narrative, you will
What probate is and why you would typically want to avoid itThe benefits of being proactive before your parents pass awayWhat information you need to know now to avoid stress and headaches laterThe tax strategies that can be done for free and don’t require a fancy trustSimple hacks to maximize your inheritance and avoid unnecessary money loss
The time to act is now. Embark on a transformative journey that guides your family to take advantage of less-known tax laws to save money and simplify the estate settling process. Keep the torch of your parents’ legacy shining brighter for longer. Get a copy now!
112 pages, Kindle Edition
Published December 12, 2023
66 people are currently reading
26 people want to read
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Displaying 1 - 6 of 6 reviews
May 16, 2024
A must-read if your parents are alive and will leave you money!
My father is still alive and almost 97, but still mentally acute. Still, I wished I talked to him about the things discussed in the book 12 years ago when my mother passed away. Each of the approaches discussed in this book are complex, though the author does his best to simplify things. My challenge now is to find someone locally with long-term knowledge of multi-generational tax and inheritance issues. As the author points out, most CPAs are only concerned about this year’s taxes, and even less concerned about planning now for your how to inherit their money with the least amount of tax consequences.
My father is still alive and almost 97, but still mentally acute. Still, I wished I talked to him about the things discussed in the book 12 years ago when my mother passed away. Each of the approaches discussed in this book are complex, though the author does his best to simplify things. My challenge now is to find someone locally with long-term knowledge of multi-generational tax and inheritance issues. As the author points out, most CPAs are only concerned about this year’s taxes, and even less concerned about planning now for your how to inherit their money with the least amount of tax consequences.
March 4, 2025
This is a very helpful, insightful, informative book. It’s easy to read and really gives some clear strategies to consider with clear examples how things work. It’s positioned for handling your parent’s finances/estate, however I found it very helpful giving me things to consider now for my own financial “estate”. Some of the insights I already understood as I have a financial background. Several of the insights were things I came to on my own but only after realizing my own moves may have some bad side effects. Reading this book gave me more areas I will consider and look into. Very helpful!!
July 10, 2024
Quick and easy read that provided me with information about retirement planning and things I need to ask my parents and MIL. It helps if you have a basic understanding of retirement planning in the US and want to know more. The ebook had links to resources that I will definitely be referencing in the near future!
December 26, 2024
Very practical, easy to read, and valuable for planning!
August 12, 2025
case study with details, very useful.
Displaying 1 - 6 of 6 reviews