Is leaving the family home to your children really a gift, or could it become an unexpected financial burden? In this episode of Bridging the Gap, Lynn Bridges explores the realities of passing down an aging home as part of a legacy plan. He discusses the emotional attachments families have to longtime homes, the hidden costs of repairs, taxes, mortgages, and estate settlement, and why inherited property isn't always as simple as it seems. Lynn also explains common mistakes, including adding children to a home's deed, and shares why legacy planning should involve thoughtful conversations long before a crisis occurs. Every family is different, and this discussion highlights the importance of planning with both practicality and purpose in mind.

Book your complementary appointment to learn your retirement score and how Bridges Wealth Preservation can help at BridgesWealthPreservation.com or call 435-674-1037.

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Is leaving the family home to your children really a gift, or could it become an unexpected financial burden? In this episode of Bridging the Gap, Lynn Bridges explores the realities of passing down an aging home as part of a legacy plan. He discusses the emotional attachments families have to longtime homes, the hidden costs of repairs, taxes, mortgages, and estate settlement, and why inherited property isn't always as simple as it seems. Lynn also explains common mistakes, including adding children to a home's deed, and shares why legacy planning should involve thoughtful conversations long before a crisis occurs. Every family is different, and this discussion highlights the importance of planning with both practicality and purpose in mind.
Book your complementary appointment to learn your retirement score and how Bridges Wealth Preservation can help at&nbsp;<a href="https://bridgeswealthpreservation.com/#form">BridgesWealthPreservation.com</a> or call 435-674-1037.
Follow us on <a href="https://www.facebook.com/BridgesWealthPreservation">Facebook</a>

Planning for success in retirement and having the right tools to help achieve it are two different things, but the Bridge the Gap podcast can teach you ways to help connect your financial present to your retirement future. Hosted by Financial Advisor, President, and Founder of Bridges Wealth Preservation, Inc., Lynn Bridges, this podcast aims to help you discover greater confidence in key financial planning areas like, wealth management, tax-efficient strategies, legacy planning and more.

Whether you’re just starting out, already in retirement, or somewhere in between, we hope you’ll learn valuable insights, practical tips, and actionable strategies for your wealth planning journey in an informative and entertaining – all on your schedule and on the go! Start streaming now and begin bridging the gap between where your financial standing is and where you dream of it going.

Please add: Investment advisory products and services made available through Impact Partnership Wealth, LLC ("IPW"), a Registered Investment Adviser. 6/1-3608801



for more information go to www.bridgeswealthpreservation.com

Planning for success in retirement and having the right tools to help achieve it are two different things, but the Bridge the Gap podcast can teach you ways to help connect your financial present to your retirement future. Hosted by Financial Advisor, President, and Founder of Bridges Wealth Preservation, Inc., Lynn Bridges, this podcast aims to help you discover greater confidence in key financial planning areas like, wealth management, tax-efficient strategies, legacy planning and more.
Whether you’re just starting out, already in retirement, or somewhere in between, we hope you’ll learn valuable insights, practical tips, and actionable strategies for your wealth planning journey in an informative and entertaining – all on your schedule and on the go! Start streaming now and begin bridging the gap between where your financial standing is and where you dream of it going.
Please add: Investment advisory products and services made available through Impact Partnership Wealth, LLC ("IPW"), a Registered Investment Adviser. 6/1-3608801
 
for more information go to <a href="http://www.bridgeswealthpreservation.com">www.bridgeswealthpreservation.com</a>

Bridging The Gap

Planning for success in retirement and having the right tools to help achieve it are two different things, but the Bridge the Gap podcast can teach you ways to help connect your financial present to your retirement future. Hosted by Financial Advisor, President, and Founder of Bridges Wealth Preservation, Inc., Lynn Bridges, this podcast aims to help you discover greater confidence in key financial planning areas like, wealth management, tax-efficient strategies, legacy planning and more.
Whether you’re just starting out, already in retirement, or somewhere in between, we hope you’ll learn valuable insights, practical tips, and actionable strategies for your wealth planning journey in an informative and entertaining – all on your schedule and on the go! Start streaming now and begin bridging the gap between where your financial standing is and where you dream of it going.
Please add: Investment advisory products and services made available through Impact Partnership Wealth, LLC ("IPW"), a Registered Investment Adviser. 6/1-3608801
 
for more information go to <a href="http://www.bridgeswealthpreservation.com">www.bridgeswealthpreservation.com</a>