EPISODE · Dec 22, 2021 · 47 MIN
The Retirement Clinic-12-11-21- Inheriting Assets
from Kowal Investment Group - Now Creative Planning · host Kowal Investment Group - Now Creative Planning
Jeff Kowal and Joe Still discuss the challenges and rules around inheriting assets, share thoughts on inflation and how to plan for it, and review an executor’s checklist of responsibilities.
What this episode covers
Jeff Kowal and Joe Still discuss the challenges and rules around inheriting assets, share thoughts on inflation and how to plan for it, and review an executor’s checklist of responsibilities.
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The Retirement Clinic-12-11-21- Inheriting Assets
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