Transferring Wealth: Opportunities & Pitfalls

Where do you want your wealth to go once you're gone? Proactive, wealth transfer planning is essential if you want to ensure your assets remain with your loved ones and your passions instead of being paid in taxes to the government.

In this brief yet informative webinar, you’ll gain insights on how to make the most of your money, whether receiving, gifting, or bequeathing. We’ll discuss the importance of having an established will in place, how to maximize the amount passed to your beneficiaries, outline tax-efficient avenues to avoid paying unnecessarily, inform you of upcoming legislation, and illustrate how to avoid what can go wrong.

Our invitation to this 30-minute webinar including a pre-recorded Q&A is extended to TAMU Faculty but is open to all; please invite other university professionals. Recordings for parts one, two, and three may also be seen on the topics Maximizing Taxes Pre & Post- Retirement, Navigating TAMU Retirement, and Optimizing Your Portfolio.

Topics of this webinar

• Why a Will is important
• Maximizing the amount passed on to beneficiaries (who should get what)
• Avoiding estate taxes
• Upcoming inheritance legislation
• Case studies: examples of what can go wrong and how to avoid it