Passing down assets may seem straightforward, but one overlooked decision could create unexpected taxes, legal headaches, or even change how much your loved ones ultimately receive. Before you make an estate planning move, this episode uncovers the hidden details every family should understand.
The WWM Financial team explores the trust mistakes that can derail your wishes, why step-up in basis and gift tax rules matter, and how properly titling assets can make all the difference when transferring wealth.
You’ll also hear practical insights on rolling over company stock, the tax advantages of Net Unrealized Appreciation (NUA), how to avoid common retirement account rollover mistakes, and why thoughtful planning—not quick decisions—can help preserve more of your wealth.
In this episode, you’ll discover:
• Why trusts still fail without proper planning.
• The hidden tax rules that can impact inherited assets.
• How asset titling affects your estate plan.
• When NUA may be a smarter alternative to rolling over company stock.
• Common retirement planning mistakes that can have lasting financial consequences.
A few planning decisions today could make a lasting difference for your family tomorrow.
Date Recorded: 07/09/26
Disclosure:
WWM Financial is an SEC Registered Investment Advisor
The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry and how we may be able to assist. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. As always please remember investing involves risk and possible loss of principal capital. Tax considerations presented may not be appropriate every individual circumstance. A tax professional should be consulted before making any decisions about your tax liability. wwmfinancial.com | 760.692.5190
