Tax Implication Upon Receiving an Inheritance

01/02/2023 13 min
Tax Implication Upon Receiving an Inheritance

Listen "Tax Implication Upon Receiving an Inheritance"

Episode Synopsis

One of the most common reasons for a new client joining us here at Guidance is due to the receipt of an inheritance, whether a traditional one upon the passing of a close family member, or increasingly frequently, an early inheritance where the family member has determined that they have assets in excess of their needs and wish to see their loved ones enjoy the gift during their lifetime.   [Disclaimer] [Website]