Inheriting money can be exciting—and overwhelming at the same time. In this episode of Charleston’s Retirement Coach, Brandon Bowen explores the challenges families face during the great wealth transfer and the questions that often follow an inheritance. The discussion covers emotional reactions, debt decisions, tax considerations like step‑up in basis, and why inherited assets often sit untouched for years. Through real‑world examples, the episode highlights how understanding what you’ve inherited—and how it fits into your overall plan—can shape long‑term financial choices without rushing into big or costly mistakes.

 

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