I’m Receiving an Inheritance
Ep 70. What You Should Expect if You Are Named as Trustee
In this episode we explain the legal process of inheritances, managing beneficiary relationships, and accomplishing this in a tax efficient way.
A Trustee’s Checklist for Managing a Trust [Video]
In this video, we talk through how an inheritance works, the different roles associated, and a checklist for managing a trust as trustee!
Ep 69. What You Forget to Plan for, Until After Your Spouse Passes
In this episode, we helped our fictional client Renee, take control of her retirement plan after her spouse passed.
Here’s What to Do When You Inherit Money [Video]
In this video we break down who you should talk to, what really matters, and then the factors to look at about your inherited money.
Inheritance Taxes for Beneficiaries
In this video, we walk explain inheritances taxes for beneficiaries, like inheriting an IRA and how to think about trust taxes.
Podcast Episode 25: Creating Successful Estate Plans and Strong Family Relationships
This episode, estate attorney Heather Walser joins us to share her perspective on the legal and relational side to successful estate plans.
