Money Talks: Inheritance and bequeaths
Sep 18, 20180
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Episode description
Here are some suggestions to consider when you inherit or leave financial assets.
Inheritance:
- Think before you spend
- Pay off debts, don't incur them
- Make investing a priority
- Splurge thoughtfully
- Leave something for your heirs - or charity
- Don't rush to switch financial advisors
Passing along assets
- Non-probate assets
- Inter vivos gifts
- Trust
- Will
- Intestate succession
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