inheritance

December 14, 2023

Inherited Retirement Accounts: Minimizing Tax Consequences

The Setting Every Community Up for Retirement Enhancement (SECURE) Act, which went into effect in 2020, changed how beneficiaries of inherited retirement…

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May 4, 2023

Your Children and Inheritance Conversations

You can influence your adult children’s decision-making process by managing expectations regarding their inheritances as they form their financial plans and knowing…

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January 12, 2023

Avoid These Inheritance Mistakes

It is a good idea to talk with a financial advisor or an accountant before you spend any of your inheritance….

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July 29, 2021

Who Inherits the Family Farm?

Imagine a pair of aging parents that have been farmers and own their farm. Now, though, they’re getting on in years and…

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