Fee for service financial planning: https://www.parallelwealth.com/ffs

Benjamin Franklin once said 'nothing is certain except for death and taxes' and while nobody is able to avoid death, we can certainly come up with strategies to avoid taxes, especially upon death. It is extremely important to have a clear plan in place heading into retirement so that you do not have a massive tax bill upon death...plan ahead so you, your family, and/or a charity can enjoy that money!

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 or email [email protected]

OUTLINE:
0:00 - Introduction
0:45 - Registered Account Rollover
1:54 - Inheritance Tax
3:15 - Singles / Deceased Spouse
4:55 - Strategies
8:07 - Probate fees
10:21 - 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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