PodParley PodParley

Inheritance FAQ

Episode 233 of the The Financial Answer with Nathan O’Bryant podcast, hosted by Nathan O’ Bryant, titled "Inheritance FAQ" was published on January 4, 2024 and runs 16 minutes.

January 4, 2024 ·16m · The Financial Answer with Nathan O’Bryant

0:00 / 0:00

More and more people are getting an inheritance these days. In today's show, we answer some of the common questions people face when receiving, or planning on one day receiving, an inheritance. Hearing these questions may help you prepare ahead of time for a smooth transition of assets when the time comes.   Here are some of the questions we discuss in this episode: Should mom sign the house over to me when she dies? What is a step-up in basis? Can I update my late spouse’s beneficiary to be me instead of his ex? What do I do if I’m the only family member who wants to keep the land inherited?   For more, visit us online: http://thefinancialanswer.com

More and more people are getting an inheritance these days. In today's show, we answer some of the common questions people face when receiving, or planning on one day receiving, an inheritance. Hearing these questions may help you prepare ahead of time for a smooth transition of assets when the time comes.

 

Here are some of the questions we discuss in this episode:

  • Should mom sign the house over to me when she dies?
  • What is a step-up in basis?
  • Can I update my late spouse’s beneficiary to be me instead of his ex?
  • What do I do if I’m the only family member who wants to keep the land inherited?

 

For more, visit us online: http://thefinancialanswer.com 

The Financial Jedi The Financial Jedi The Financial Jedi is a show dedicated to improving your knowledge of finances by way of the Jedi path. Become one with the financial force through teachings from Ryan Rukosky a.k.a. The Financial Jedi, the expert, and the host, C-Note a.k.a. Christian Rivera. Together we look to answer questions, deposit new ideas into young money patowans, and make you a financial Jedi master in no time! Real Personal Finance Scott Frank Your REAL personal finance questions answered by CERTIFIED FINANCIAL PLANNER™ professionals, Scott Frank and Nick Covyeau. With all of the misinformation and jargon in the financial industry, it's no wonder most people are confused about how to best manage their money. Scott and Nick are here to give clear answers to the important questions they hear most often. If you're ready to use your finances to create a more secure financial future, this show is for you. The True Wealth Project Sascha Janzen You have a level of financial wealth in your life and are asking yourself "What now?" Join me in exploring the answers to that question. I am interviewing guests with particular insights, expertise or success around the 3 core areas ofWealth - Impact - SuccessionTo find out more, visit https://janzenco.com/podcastJoin the True Wealth Community Newsletterhttp://bit.ly/2lYPca9 Investment Answers Podcast Investment Answers Media Welcome to the Investment Answers Podcast. Your hosts are R. Travis Terlau, Certified Financial Planner™, an Independent Investment Advisor Representative, and founder and CEO, along with Kelly Terlau Chief Operations Officer of Investment Answers. We are a real couple that owns an actual financial planning firm. Whether you’re just getting started with setting the foundation for your lifelong financial wellness or if you’ve been saving and investing over your lifetime, we’re here to help.Investment Answers LLC is a Financial Advisory firm. Investment Advisory Services offered by Investment Answers Capital LLC. For the most updated Registered Investment Advisory disclaimer, please visit our website at www.InvestmentAnswers.net. This information is intended for entertainment or educational purposes only. Opinions, rules, regulations and laws expressed are subject to change without notice and are not intended as individualized investment or tax advice. Past performance does not pre
URL copied to clipboard!