Retirement Ready

Inheritance FAQ


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There are some common questions that 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.

 

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?
  •  

    Get in touch with the Peterson Financial team: https://petersonfg.com/

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    Retirement ReadyBy Eric Peterson

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