Estate & Legacy Planning FAQs

Have you recently inherited assets or one day expect to? How can you prepare your estate in a way that makes it easy for your heirs later on? We’ll look at all sides of legacy planning on this episode.

 

Show notes and additional financial resources here: http://petersonfg.com/estate-legacy-planning-faqs/ 

 

What we discuss on this episode: 

0:46 - Mailbag: Should my parents sign over their house to me before they die?

4:05 - Mailbag: Is an inherited taxable account considered capital gains?

5:40 - Mailbag: How do I change a beneficiary designation for an ex-spouse to me?

8:35 - Mailbag: Is it okay to have two separate financial advisors?