Ask Terry Questions assets to leave heirs

assets to leave heirs

By Terry Savage on May 30, 2022 | Financial Planning / Retirement

Is it better to leave our heirs an annuity or cash and real estate.

Terry Says

That all depends on how much money you are leaving, how old your “heirs” are, and how responsible you think they might be with money!
It’s probably easier to leave cash — but in so doing, you might have to sell some assets and pay taxes. It’s all part of a much bigger picture.

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