Bette M. Hochberger, CPA CGMA’s Post

In terms of their money, people want these three things: leaving a larger Inheritance, control over their money and tax savings. Recently, on a call with America's own IRA expert, Ed Slott, said something worth sharing: People want the ability to leave a larger inheritance for their loved ones. And, generally speaking, we all want more control over money, and of course, tax savings. I can help you obtain all these wants.

🛑 Feeling overwhelmed by tax debt that's not entirely your fault? You might be eligible for Innocent Spouse Relief! Discover how to navigate the 4 crucial steps to potentially free yourself from unfair tax burdens. 📝✨ Learn everything you need to know to make your request with confidence. Click the link to find out more ➡️ https://lnkd.in/gv66RB5Z #TaxHelp #InnocentSpouseRelief

Worried about potential inheritance tax? Here’s some things you can do to protect your wealth for future generations. This list is not exhaustive. It’s advisable to chat to a finance professional about your personal situation if this is on your radar. 👀 #inheritancetax #taxplanning #financialfreedom

You are probably familiar with the infamous federal estate tax but Nebraska residents (and non residents who own property located in Nebraska) also should be aware of another death tax: Nebraska Inheritance Tax. Contact me to help you plan for your final affairs, especially if there is an intention for beneficiaries other than a spouse or closely related family members to receive assets and check out my article below to learn more. #nebraskainheritancetax #inheritancetax #estateplanning #estateplan #attorneyomaha

Ever think what happens to your #money when you don’t have an #estate plan? 💸 It usually means your loved ones will be paying a 40-55% estate tax (varies by state and many other factors) to the Government!! Sounds like fun, right?! Keep in mind, this is money which YOU have already paid income tax on throughout your life! Don’t leave that up to your loved ones to find out. If you’re one of the two thirds of Americans who don’t have a will, don’t keep pushing your estate planning to another day. 📜Discover how our trust and estate planning services can help safeguard your legacy: https://ow.ly/uGJo50Szc0a Reach out! #EstatePlanning #trusts #wills #taxplanning

Leaving a good inheritance can be life-changing for those you love.❤️ Discover how to leave more of your money to your family in today’s insight, and find out 5️⃣ things you need to know about Inheritance Tax: https://bit.ly/3OA1GPY #financialplanning #financialplanners #york #yorkbusiness #yorkshire #yorkshirebusiness #businessowner #inheritancetax

Inheritance Ever wondered what the tax implications are when leaving your money to your children? Check out our Blog on 'Passing money to the next generation' https://lnkd.in/etxbtQ9G #inheritancetaxplanning #takecareofthenextgen

Protection planning Most of us know that we need to plan in order to protect the future. But few of us are actually doing anything about it. The fact is that things have changed. There was a time when looking after your estate was only for the wealthy. Today, anybody can find themselves struggling to grasp the complexities of estate protection and Inheritance Tax, and it's not solely about Inheritance Tax either. More than ever it’s vital to consider the whole picture. How does Capital Gains Tax affect you? What would happen if you were to fall ill? Are you prepared for suffering a loss of income? We can help you to assess your individual situation and requirements, before coming up with a plan to give you the peace of mind you need. https://lnkd.in/gx_5kf_R #ProtectionPlanning #Illness #FinancialPlan

What’s your Inheritance Tax Plan? 🤔 Everyone needs a plan ✅ Even if your plan is to allow the taxman to take a large chunk of your wealth on death 😂 Let this sink in 🫣 You work hard all your life and pay tax 👀 When you die, your beneficiaries could pay upto 40% on what you leave them 🤮 What can you do about that? 🤷🏼♂️ Plan ✅🙏🤙 Reach out for a chat 📞📲

Protect Your Inheritance with Generation Skipping Trusts Discover how Generation Skipping Trusts can shield your inheritance from estate tax across multiple generations. Learn about this little-known tax and how it can help you pass on wealth to your grandkids. #GenerationSkippingTrusts #InheritanceProtection #EstateTax #WealthTransfer #TaxPlanning #FinancialPlanning #WealthManagement #MultigenerationalWealth #EstatePlanning #AssetProtection