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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.

Sep 8, 2022 12:00 PM in Eastern Time (US and Canada)

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Daniel J. Galli, CFP®
Founder @Daniel J. Galli & Associates
Dan is a Certified Financial Planner™ practitioner and founder of Daniel J. Galli & Associates. He began his financial services career over 30 years ago following a successful career as a public-school teacher. His practice centers around comprehensive financial planning and investment advisory services. Dan focuses on retirement planning for professionals, small business owners, teachers and other individuals seeking to create a plan for their financial future. Dan was president of the Financial Planning Association of MA for two years, named Financial Planner of the Year in 2017 and is currently serving on the Board of Directors of the National Financial Planning Association based in Denver, CO. The FPA is the leading organization representing Certified Financial Planner™ practitioners.
Karen E. Van Voorhis, CFP®
Director of Financial Planning @Daniel J. Galli & Associates
Karen is a Certified Financial Planner™ practitioner and Director of Financial Planning at Daniel J. Galli & Associates. She has worked in the fields of financial planning and wealth management since 1995, advising clients on a wide range of topics including investment management, retirement planning, tax management, insurance coverage, college planning, and charitable giving. Karen has been an active member of the Financial Planning Association of Massachusetts for several years, and currently serves on the board as its Women’s Initiative Director.