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In this video, we'll go through 4 options to transfer an asset to the next generation. Everyone's situation is going to be a bit different, and the ability to handle the tax situation is going to be different. Just know that they'll probably be pros and cons for each option that you are going to have to weigh.

If you have any further questions about this video's topic or any financial planning questions in general, I encourage you to find a certified financial planner in your area or book a consultation with us to get your savings plan on track.  You can learn more about our services at https://www.parallelwealth.com/planning


OUTLINE:
0:00 - Introduction
0:29 - Announcements
3:46 - 4 Key Ways
4:31 - Option One
5:42 - Option Two
7:09 - Option Three
8:39 - Option Four
9:34 - Summary
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DISCLAIMER: The videos and opinions on this channel are for informational and educational purposes only and do not constitute investment advice. Adam Bornn is not registered to provide investment advice and as such does not provide recommendations - those looking for investment advice should seek out a registered professional. Adam is not responsible for investment actions taken by viewers and his content should not be used as a basis for investment trades.

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