Inheritance Guidance

Inheritance comes in all shapes, sizes, and surprises. And regardless of how it comes, you need to make sure you’re making the right decisions. On a recent episode of 55KRC’s radio show Simply Money, I shared with Amy Wagner the most important things you should consider after receiving an inheritance. 

Our conversation dives into several inheritance complexities, including stocks, real estate, and taxes. To hear my full segment and what I recommend for people in these situations, click the play button below.