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Multi Generational Tax Efficient Inheritance

How can we pass the torch, not the taxes? How can open communication between the generations of your family help preserve the legacy of the elders and keep the wealth inside your multi-generational family unit? Kelly Augspurger spoke to Chad Holmes, about the ways people can appropriately retain their family's wealth through multiple generations. In this video: 1️⃣ Importance of open communication between generations. 2️⃣ Increasing the taxes on the older generation, for the younger generation to pay less. 3️⃣ Tax-efficient inheritance. 4️⃣ Structuring tax accounts to bring in a 15-20% delta on the money. Connect with Chad Holmes and for more information on "The Inheritance Playbook: Helping Your Parents Pass the Torch, Not the Tax." message Chad through LinkedIn (  / chadholmesformulawealth  ) or visit: www.FormulaWealth.com ______________________________________________________________________________ ➡️ Listen to this podcast: https://www.buzzsprout.com/2054429/14... ➡️ Watch this episode on YouTube:    • The Inheritance Playbook with Chad Holmes   #LongTermCare #FormulaWealth #SteadfastCarePlanning #longtermcareinsurance #TheInheritancePlaybook For additional information about Kelly, check her out on Linkedin or www.SteadfastAgents.com. Steadfast Care Planning podcast is made possible by Steadfast Insurance LLC, Certification in Long Term Care, and AMADA Senior Care. Come back next time for more helpful guidance!