Equipping Points:
We’ve found that some common questions come up around inheritance, so today we are going to tackle a few! Whether you have recently inherited or want to set up your estate in a way that makes it easier on your beneficiaries, there’s something for you to learn in today’s show.
From trying to avoid probate to updating your beneficiaries, some of these small changes can make a big difference in the future. Stay tuned to see what you can learn from these frequently asked questions!
Here’s some of what we discuss in this episode:
- Should my mom sign the house over to me before she dies?
- How will I be taxed on inherited stocks?
- What if the beneficiary listed is my late husband’s ex-wife instead of me?
- My siblings want to sell the land we inherited, should I buy them out to keep it?
- My parents’ money was managed by an advisor I trust, but now should I move it to my advisor?
If you have any questions about what we discussed on the show or want to follow up with any financial planning questions of your own, get in touch with us and schedule a visit here.
Today’s Takeaway:
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