Episode 207: You Inherited A Lot of Money Or Assets. Now What?

Women's Money Wisdom

Melissa Fradenburg explores the complicated nature of receiving an inheritance, especially as a woman. You'll get practical guidance on managing inherited assets, honoring the wishes of passed loved ones, and making informed decisions during this sensitive time.

Listen and Learn:

• How to make what you inherit last & honor a loved one
• An easy way to prioritize the overwhelming list of to-dos
• Tax consequences to be aware of with a transfer of accounts
• Overlooked expenses that can surprise you with inherited property

Resources:

• Listen: Episode 59: Inheritance Mistakes with Cathy Curtis
• Listen: Episode 138: How to Deal with Grief and Financial Decisions with Kathi Balasek
• Read: Emotionally Charged Money: Inheritance
• Review: Can I Delay Distributions From The Traditional IRA I Inherited?

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Κεφάλαια

1. Episode 207: You Inherited A Lot of Money Or Assets. Now What? (00:00:00)

2. Inheriting and Managing Wealth (00:00:05)

3. Inheriting Money and Assets Considerations (00:10:16)