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Her Wealth Matters Series: Inheritances 101 – What You Need to Know
Manage episode 343300616 series 3402746
J’Neanne Theus에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 J’Neanne Theus 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Most of us have very little experience with inheritances. Would you even what steps to take after receiving money or property? Today we’ll identify the mistakes people make when preparing an estate plan, what you should do if you receive an inheritance, and talk about other things you should consider.
Today's rundown:
0:52 – We want to spend some time on inheritance today.
1:20 – Most of us don’t have any experience to draw on when it comes to handling inheritances.
2:22 – The first issue many people worry about is taxes. What do we need to know on that front?
5:06 – How much has the SECURE Act changed the way people are planning?
6:52 – What are some common mistakes people make with their estates that make it more difficult for their beneficiaries?
8:27 – J’Neanne shares a story of someone who died before changing beneficiaries.
9:20 – What about the common mistakes people make after receiving an inheritance?
12:42 – What are the first steps someone can take when receiving an inheritance?
13:45 – Americans don’t often think about multi-generational planning but a proper advisor can help you with that long-term planning.
16:30 – Here’s the bottomline on what you need to do now.
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