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Important Things to Do (and Avoid) When Getting an Inheritance

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