
Important Things to Do (and Avoid) When Getting an Inheritance
Fire Your Financial Advisor by Golden Reserve · Greg Aler
April 29, 20257m 43s
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Show Notes
Estate Planning Attorney Tim Stallings joins us to discuss what most people do (and what they shouldn’t do) when getting an inheritance.
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Topics
inheritancefinancial adviceestate planningretirementtax advantagesinvestmentdebt managementcharitable givingfinancial roadmapwealth management