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Inheritance FAQ
Manage episode 392070651 series 2401637
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/
304 Episoden
Manage episode 392070651 series 2401637
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/
304 Episoden
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