The Financially Sharp (F Sharp) Podcast
The Financially Sharp (F Sharp) Podcast
The F Sharp Podcast
Episode #47 | How to Correctly Inherit Money
41 minutes Posted Aug 23, 2023 at 3:14 pm.
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Show notes
Inheritance can come in many different forms other than cash. It can be a complicated process so how can you assure that you correctly go about it? Tanner, our Certified Financial Planner, gives us five things to work through to make sure you are correctly inheriting your assets.
1. Take Time2. Review Your Financial Plan with an Expert3. Determine What Assets You are Set to Inherit4. Understand Tax Implications5. Incorporation Into Your Financial Plan
 
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