Jan 20, 2023
We often only deal with an inheritance a few times during our lifetime, so it's little surprise that we get questions about receiving and leaving an inheritance. In this episode, Eric Hogarth, CFP® will address the major inheritance questions that are out and highlight some of the mistakes that are commonly made.
Here’s what we discuss in this episode:
0:50 – Tax implications of the money you inherit
2:28 – How SECURE Act changed inheritances
4:50 – Estate planning mistakes we commonly see
6:19 – How we can help you with an inheritance
Check out our other free financial resources here: https://johnsonbrunetti.com/financial-resources/
Contact our team: https://johnsonbrunetti.com/contact-us/