Inheritance FAQ

28/12/2023 16 min Episodio 280
Inheritance FAQ

Listen "Inheritance FAQ"

Episode Synopsis

There are some common questions that come up around inheritance, so today we are going to tackle a few! Whether you have recently inherited or want to set up your estate in a way that makes it easier on your beneficiaries, there’s something for you to learn in today’s show.
 
Here’s some of what we discuss in this episode:
Should my mom sign the house over to me before she dies?
How will I be taxed on inherited stocks?
What if the beneficiary listed is my late husband’s ex-wife instead of me?
My siblings want to sell the land we inherited, should I buy them out to keep it?
My parents’ money was managed by an advisor I trust, but now should I move it to my advisor?

 
Get in touch with the Peterson Financial team: https://petersonfg.com/