Inheriting funds can be both overwhelming and confusing. People often wonder about what has to happen quickly, whether assets should be sold or not, and tax implications of passing or receiving various types of assets (retirement accounts, house proceeds, insurance payments, etc.).
If you are a family planning to pass assets to the next generation, or if you are someone anticipating receiving an inheritance in the coming years, this webinar will help you understand what happens administratively when someone dies, and the implications from both a tax and investment perspective.
Join Dan Galli, CFP® and Karen Van Voorhis, CFP® to learn more about optimal ways to pass assets to heirs, and what to expect if you receive an inheritance.