Listen: Essential Legacy Tax Tips (Podcast)

Legacy Therapy Podcast, Essential pre-death tax tips

Legacy Therapy Podcast, Essential pre-death tax tipsListen to this podcast: “Legacy Therapy Podcast” Planning a Stress-Free Legacy
With: host Stacey Golden-Lisnock and special guest Tatyana Bunich
Episode: Essential Pre-Death Tax Tips

Planning a Stress-Free Legacy

Tatyana Bunich joins the “Legacy Therapy” podcast to explore the unintended consequences that can come when someone receives a large inheritance after a family member passes away. Many people choose to have as little withheld as possible when they receive the money… and then are in for a nasty surprise when tax season comes around and they owe hundreds of thousands of dollars. Listen below, just press play!

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Episode Summary

In this episode, Tatyana Bunich and Stacey Golden-Lisnock discuss:

  • Essential pre-death tax tips.
  • Large inheritances and the unfortunate circumstances that can sometimes follow.
  • A look at the TAX part of an estate.
Key Takeaways:
  1. The ins and outs of inheriting homes, money, etc.
  2. If there’s no fighting or disagreements, you’re still looking at a minimum of 6 months before the beneficiary receives what was left to them.
  3. Often times, due to poor planning, the beneficiary can be an ex-spouse if they never took the time to update it.
  4. The importance of understanding what potential mistakes are in your estate because you don’t know any better and/or lack the proper guidance.


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