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Founder and President,
Old Security Trust Corp. and Old Security Group
Matt Hausman is the founder and president of Old Security Trust Corp. and Old Security Group, a Registered Investment Advisory Firm. He focuses on helping clients recognize when they are unknowingly and unnecessarily transferring away their wealth, and believes in helping empower consumers through effective information on financial strategies. Matt has passed the Series 65 exam and holds life, health and title licenses in multiple states.
An inheritance shouldn't come as a big surprise to your beneficiaries. They need to be prepared for the gift, and the taxes and decisions that come with it. So even if it's awkward, you need to have a chat.
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