EP 249: Health Accounts and Heirs: What You Need to Know

In this episode of the Trust the Plan Podcast, hosts Nick Hopwood, CFP® and Jim Pilat, CFP® dive into the often-overlooked topic of what happens to Health Savings Account (HSA) funds when the account holder passes away.

They’ll discuss the importance of beneficiary designations, the tax implications for heirs, and strategies to ensure your health savings continue to serve your loved ones.

Join Nick and Jim as they clarify the complexities surrounding HSAs and offer actionable advice to help you secure your financial legacy.

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Peak Wealth Management is a financial planning and wealth management firm in Plymouth, MI. We believe by providing education and guidance, we inspire our clients to make great decisions so they can Retire With Peace of Mind.

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