This week Kelly continues the conversation on the importance of properly
planning for the transfer of your assets. Today’s topics cover gifting and
inheritance and the taxes that are associated with them.
Be sure to stick around to the end when Kelly will provide you with a simple
four-step process to begin your enhanced plan journey.
Ready to begin your journey? Email me directly:
kelly@yourhrsagent.com
If you want to read more on how various states tax an estate. You can
check out the following links:
https://taxfoundation.org/data/all/state/state-estate-tax-inheritance-tax-
2022/
https://www.irs.gov/businesses/small-businesses-self-employed/whats-
new-estate-and-gift-tax
https://www.revenue.pa.gov/TaxTypes/InheritanceTax/Pages/default.aspx
Kelly is the agency owner of Hometown Retirement Specialists, LLC. She
specializes in working with retirees and those who are approaching
retirement age. Kelly has a deep understanding of the unique challenges
and opportunities that retirees are facing. Her expertise focuses on
retirement income planning, asset protection, estate strategies and
Medicare.
If you have questions about topics discussed on the show or if you’d like to
learn more about Kelly and Hometown Retirement Specialists check out
www.yourHRSagent.com
Get in touch: Ask a question or schedule an appointment
Email info@yourhrsagent.com
or call 814-419-8424
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https://www.linkedin.com/in/kelly-racicot-697ab954
The preceding information does not constitute tax, legal or investment
advice. All opinions and information shared in this episode is for
informational purposes only and should not be acted upon with the
assistance of a qualified and licensed professional. Guarantees mentioned
are subject to the strength and claims paying ability of the insurance
company and any mention of rates or performance are subject to change
without notice. This podcast shall in no way be construed or interpreted as
a solicitation to sell or offer to sell products to any residents of any state in
which Kelly or her firm is not licensed or where otherwise legally permitted.
Kelly Racicot is the agency owner of Hometown Retirement Specialists,
LLC. Neither Kelly or her company are affiliated or endorsed by CMS,
Medicare, the Social Security Administration, or any government agency.
Hometown Retirement Specialists, LLC does not offer every plan available
in your area. The information we provide is limited to the plans we do offer
in your area. Please visit Medicare.gov or call 1-800-MEDICARE to get
information on all your options.
If you have questions about the show, Kelly or Hometown Retirement
Specialists please visit us on the web @yourHRSagent.com
