In part 2 of 'Death & Taxes' we take on lower & middle class income earners.  You have a modest estate, a middle class home, maybe a couple thousand in a 401k and you don't know how to divide it up among your beneficiaries.  Ronda Gardner owner of Gardner Estate & Trust, CPA and the CEO of Utah Association of Certified Public Accountants, Susan Speirs sifts through the process. What's the best way to prevent in-fighting between multiple people who inherit?  Why designating a 'specific bequest' could save your inheritor from paying taxes.

<p>In part 2 of 'Death & Taxes' we take on lower & middle class income earners.  You have a modest estate, a middle class home, maybe a couple thousand in a 401k and you don't know how to divide it up among your beneficiaries.  Ronda Gardner owner of Gardner Estate & Trust, CPA and the CEO of Utah Association of Certified Public Accountants, Susan Speirs sifts through the process. What's the best way to prevent in-fighting between multiple people who inherit?  Why designating a 'specific bequest' could save your inheritor from paying taxes.</p>

The goal of Money Making Sense is to help you find more financial peace. Host Heather Kelly and guest experts focus on reviewing paychecks and analyzing family decisions. They also talk about vacationing on a budget, retirement savings on a limited income, reducing household expenses, the financial impact of owning a pet and how money affects relationships. Money Making Sense will give you practical ideas on how to improve your bottom line. Money Making Sense is a 2017, 2018, 2020 and 2021 People's Choice Podcast Award Finalist. 

<p>The goal of Money Making Sense is to help you find more financial peace. Host Heather Kelly and guest experts focus on reviewing paychecks and analyzing family decisions. They also talk about vacationing on a budget, retirement savings on a limited income, reducing household expenses, the financial impact of owning a pet and how money affects relationships. Money Making Sense will give you practical ideas on how to improve your bottom line. Money Making Sense is a 2017, 2018, 2020 and 2021 People's Choice Podcast Award Finalist. </p>

Money Making Sense

Figuring out how to split an inheritance among several beneficiaries

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