Inheriting money from your spouse is a pretty straightforward process, but when money is passed down from parents or other family members, the rules get a bit more complicated. Donna and Nathan discuss the process of distributing assets from a non-spousal inheritance. Also on MoneyTalk, Stock Trivia: Two Truths and a Lie. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 7/1/2025. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation! *Index annuities are insurance contracts that, depending on the contract, may offer a guaranteed annual interest rate and some participation growth, if any, of a stock market index. Such contracts have substantial variation in terms, costs of guarantees and features, and may cap participation or returns in significant ways. Any guarantees offered are backed by the financial strength of the insurance company, not an outside entity. Investors are cautioned to carefully review an index annuity for its features, costs, risks, and how the variables are calculated.*See omnystudio.com/listener for privacy information.

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