14 min
Estate & Legacy Planning FAQs Retirement Ready
-
- Investing
Have you recently inherited assets or one day expect to? How can you prepare your estate in a way that makes it easy for your heirs later on? We’ll look at all sides of legacy planning on this episode.
Show notes and additional financial resources here: http://petersonfg.com/estate-legacy-planning-faqs/
What we discuss on this episode:
0:46 - Mailbag: Should my parents sign over their house to me before they die?
4:05 - Mailbag: Is an inherited taxable account considered capital gains?
5:40 - Mailbag: How do I change a beneficiary designation for an ex-spouse to me?
8:35 - Mailbag: Is it okay to have two separate financial advisors?
Have you recently inherited assets or one day expect to? How can you prepare your estate in a way that makes it easy for your heirs later on? We’ll look at all sides of legacy planning on this episode.
Show notes and additional financial resources here: http://petersonfg.com/estate-legacy-planning-faqs/
What we discuss on this episode:
0:46 - Mailbag: Should my parents sign over their house to me before they die?
4:05 - Mailbag: Is an inherited taxable account considered capital gains?
5:40 - Mailbag: How do I change a beneficiary designation for an ex-spouse to me?
8:35 - Mailbag: Is it okay to have two separate financial advisors?
14 min