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

 

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