Ep 65: Inheritance 101

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Not everyone inherits money, but for those who do, there are some things you need to know. Today we’re answering some common questions we get about this topic.

From tax implications to common mistakes we see people make, we are here to make sure your current or future inheritances go smoothly. We’ll explain what steps you need to take, even if you don’t have a clue what to do.

Today’s Rundown:

  • What do you need to know about tax implications? (1:14)
  • How will the SECURE Act impact your inheritance? (4:30)
  • What are some common mistakes people make? (6:37)

Thanks for listening! We’ll be back for another show every other Thursday.

 

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