All Episodes

May 4, 2022 30 mins

You have probably heard the saying “When you die you can’t take the money with you” countless times. If you can’t take the money with you, who do you want to leave your money with?

Deciding who and where to leave your money can be difficult. 

In this episode, Scott Leonardi discusses the different options that people have in regards to who and where to leave their money. He also discusses the importance of having proper beneficiaries in places, so more goes to them and less goes to the government. 

Scott discusses:

  • The importance of having proper beneficiaries
  • How to ensure more money goes where you want it to
  • What gift tax is
  • The reasons why life insurance can be used
  • And more!
  • Book Time With Scott Leonardi:

    Schedule a Call

    Connect With Scott Leonardi:

  • (937)898-2273
  • Complete Solutions Inc.
  • LinkedIn: Scott Leonardi
  • LinkedIn: Complete Solutions Inc.
  • Facebook: Complete Solutions Inc.
  • Twitter: Scott Leonardi


  • Mark as Played

    Advertise With Us

    Popular Podcasts

    Stuff You Should Know
    Dateline NBC

    Dateline NBC

    Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com

    New Heights with Jason & Travis Kelce

    New Heights with Jason & Travis Kelce

    Football’s funniest family duo — Jason Kelce of the Philadelphia Eagles and Travis Kelce of the Kansas City Chiefs — team up to provide next-level access to life in the league as it unfolds. The two brothers and Super Bowl champions drop weekly insights about the weekly slate of games and share their INSIDE perspectives on trending NFL news and sports headlines. They also endlessly rag on each other as brothers do, chat the latest in pop culture and welcome some very popular and well-known friends to chat with them. Check out new episodes every Wednesday. Follow New Heights on the Wondery App, YouTube or wherever you get your podcasts. You can listen to new episodes early and ad-free, and get exclusive content on Wondery+. Join Wondery+ in the Wondery App, Apple Podcasts or Spotify. And join our new membership for a unique fan experience by going to the New Heights YouTube channel now!

    Music, radio and podcasts, all free. Listen online or download the iHeart App.

    Connect

    © 2025 iHeartMedia, Inc.