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Episode #47 | How to Correctly Inherit Money
Inheritance can come in many different forms other than cash. It can be a complicated process so how can you assure that you correctly go about it? Tanner, our Certified Financial Planner, gives us five things to work through to make sure you are correctly inheriting your assets.
1. Take Time
2. Review Your Financial Plan with an Expert
3. Determine What Assets You are Set to Inherit
4. Understand Tax Implications
5. Incorporation Into Your Financial Plan
Questions or suggestions? Email [email protected]
Harmoney Wealth: https://www.harmoneywealthaz.com
#certifiedfinancialplanner #feeonly #finance #Estateplanning #will #financialliteracy #harmoneywealth #personalfinance #financialadvisor #financialplanning #financial #inheritance #inheritingwealth
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By The F Sharp PodcastInheritance can come in many different forms other than cash. It can be a complicated process so how can you assure that you correctly go about it? Tanner, our Certified Financial Planner, gives us five things to work through to make sure you are correctly inheriting your assets.
1. Take Time
2. Review Your Financial Plan with an Expert
3. Determine What Assets You are Set to Inherit
4. Understand Tax Implications
5. Incorporation Into Your Financial Plan
Questions or suggestions? Email [email protected]
Harmoney Wealth: https://www.harmoneywealthaz.com
#certifiedfinancialplanner #feeonly #finance #Estateplanning #will #financialliteracy #harmoneywealth #personalfinance #financialadvisor #financialplanning #financial #inheritance #inheritingwealth