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Receiving an inheritance can be emotionally overwhelming. It's a great way to honor a loved one, but what should you do when you get a substantial check? This week Matt and Damon discuss the first steps you should take with an inheritance and why you should hold off on immediately getting a new car. Plus, they break down the differences between Estate and Legacy planning.
For more information about Acute Wealth Advisors, visit www.successinthenewretirement.com
See omnystudio.com/listener for privacy information.
By Damon Roberts, Matt Deaton4.9
1313 ratings
Receiving an inheritance can be emotionally overwhelming. It's a great way to honor a loved one, but what should you do when you get a substantial check? This week Matt and Damon discuss the first steps you should take with an inheritance and why you should hold off on immediately getting a new car. Plus, they break down the differences between Estate and Legacy planning.
For more information about Acute Wealth Advisors, visit www.successinthenewretirement.com
See omnystudio.com/listener for privacy information.

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