Episode 12: Navigating an Inheritance
from Money Rules Don't Rule Hosted by Leah Haight
Inheritances are complicated because they can trigger the trifecta of emotional issues: money, family, and death. If you have assets, make a plan for transferring them so that there are no surprises when it's time to do so. If you don't have a plan, then the state can determine how to disburse your assets and it's often not how you intended. Have conversations with everyone involved in your estate (trustees, executors, heirs) so they each know their role and expectations. Try having these conversations sooner than later when you're not in the middle of a crisis. Let us know your experience with this and any suggestions you have to share! Email us at [email protected] or [email protected]
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