Have you heard these inheritance myths?
Myth #1: My parents don't need a will because everything will automatically go to me.
Myth #2: Inheritance planning is only for wealthy families.
Myth #3: I'll figure out the details after my parents pass away.
In this episode, Chad Holmes will debunk these myths and reveal the truth about effective inheritance planning for adult children with aging parents.
In this episode, you will be able to:
My special guest is Chad Holmes.
Chad runs a boutique financial planning firm serving multigenerational families from all over the country that seek to minimize taxes and maximize legacies. As an expert in his field, his advice has been published in various outlets, including The Wall Street Journal. At Formula Wealth, Chad offers flat fee engagements as a fiduciary advisor—no products to sell or commissions to earn. Chad enjoys cooking, traveling, and spending time with his wife and daughters outside of work.
Click the links below to discover more about Chad and The Inheritance Playbook
The key moments in this episode are:
