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4:46
Yahoo
Yahoo Finance Video
Great wealth transfer: Key tips for next-generation investment
Ferguson Wellman Capital Management chief wealth strategist Mary Lago joins Wealth to discuss the \"great wealth transfer\" and optimal strategies for approaching intergenerational wealth planning.\n\n\"You want to transition that wealth to happen in a way that maybe benefits not only from the wisdom of the investment knowledge that has helped ...
7.3K views
Feb 23, 2025
Wealth Transfer Tax
0:53
Wealth tax vs capital gains tax 🤔 and the opinions are strong. Matt, James and Mike break down how each tax actually works, what it means for Kiwi homeowners, investors and retirees, and why timing and economic stability matter more than political noise. Listen now 🎧️ https://open.spotify.com/episode/0mbkUi2fJ5q5b63T4GDHmU?si=09vSPWdUSPiRHtGb9c0Aqw #WealthTax #CapitalGainsTax #NZTaxDebate #NewZealandEconomy #PropertyTaxNZ #InvestmentTax #KiwiInvestors #CGTNZ #TaxChangesNZ #EconomicOutlookNZ #L
Facebook
Lighthouse Financial
104 views
4 months ago
What Is a Transfer Tax? Definition and How It Works With Inheritances
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Feb 10, 2025
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A Cautionary Tale: Using a Trust to Avoid Inheritance tax? 🇮🇪 | Ask About Wealth
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Mastering Real Estate for Wealth Transfer Success
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📚 Master Wealth Transfer: Prevent your family assets from evaporating in taxes; learn to manage and transfer wealth like the rich. 🏠 Avoid High Taxes: By setting up a living trust, adjust the property's stepped-up basis to sell it tax-free on capital gains. 👨👩👧👦 Simplify Inheritance Process: Eliminate the cumbersome and expensive probate process, saving your heirs thousands of dollars. 🚀 Easy to Learn: Provides detailed steps and practical advice in the book, ensuring you're never puzz
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