The Inheritance Playbook

Helping Your Parents Pass the Torch, Not the Tax

De: Chad Holmes

Narrado por: Chad Holmes

Do you have aging parents and the stress of knowing you will be settling their estate someday? Did you know there are strategies available that you can implement while they’re alive to save time and money?

In the delicate balance of aging parents and looming inheritance, the responsibilities of managing their finances can be overwhelming. But what if these duties could be transformed into a proactive game plan that benefits not only your parents but your entire family?

The Inheritance Playbook explores the nuances of serving as power of attorney, sharing insights you can apply to your own family’s unique circumstances. Author and expert Chad Holmes weaves complex tax-saving strategies into relatable, entertaining parables, making advanced financial concepts accessible and easy to comprehend. The strategies shared here aren’t reserved for the ultra-wealthy; they are tailored for any family navigating the emotional journey of losing a loved one and the fear of wasting the inheritance on unnecessary taxes and expenses.

In this engaging, occasionally humorous narrative, you will learn:

• What probate is and why you would typically want to avoid it
• The benefits of being proactive before your parents pass away
• What information you need to know now to avoid stress and headaches later
• The tax strategies that can be done for free and don’t require a fancy trust
• Simple hacks to maximize your inheritance and avoid unnecessary money loss

The time to act is now. Embark on a transformative journey that guides your family to take advantage of less-known tax laws to save money and simplify the estate settling process. Keep the torch of your parents’ legacy shining brighter for longer.

©2023 Chad Holmes (P)2023 Chad Holmes

Educational and Funny!

This book provides wonderful tax and estate strategies in an easy to understand, and often humorous, way. Great book for anyone with aging parents!!

Such a helpful read!

This book was a breeze to listen to and handled a tough topic with just the right amount of humor! My grandparents both passed away in the last year, and I wish my parents had listened to this beforehand because handling their estate has been a mess. Hopefully, when the time comes, my parents and I will be better prepared.