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.
Financial planning is more than just spreadsheets and dollar signs. It includes a lot of tough decisions and emotions that need to be communicated to your loved ones and advisor. Are you avoiding these awkward conversations when it comes to your finances?