Tax Implication Upon Receiving an Inheritance
Financial Autonomy · Paul Benson
February 1, 202313m 37s
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Show Notes
One of the most common reasons for a new client joining us here at Guidance is due to the receipt of an inheritance, whether a traditional one upon the passing of a close family member, or increasingly frequently, an early inheritance where the family member has determined that they have assets in excess of their needs and wish to see their loved ones enjoy the gift during their lifetime.