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Podcast: The Money Advantage Podcast
Episode: Wealth Transfer Risks that Can Cost You Big, with Ron Phillips
Description: https://www.youtube.com/watch?v=jFbebed_F78
Want to know what happens to your real estate portfolio after you’re gone? In this episode, we’re talking with Ron Phillips—CEO of RP Capital, a real estate brokerage—about his client who passed away. It turns out, his family didn’t even know what assets he had, or what to do with them, and it almost cost them a fortune in taxes. Tune in to hear what hoops they had to jump through, and how to avoid the same wealth transfer risks, so you and your family can be much bette...