Inheritance FAQ

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/