{"version":"1.0","type":"rich","provider_name":"Acast","provider_url":"https://acast.com","height":250,"width":700,"html":"","title":"Money Talks: Inheritance and bequeaths","description":"

Here are some suggestions to consider when you inherit or leave financial assets.

Inheritance:

  1. Think before you spend
  2. Pay off debts, don't incur them
  3. Make investing a priority
  4. Splurge thoughtfully
  5. Leave something for your heirs - or charity
  6. Don't rush to switch financial advisors


Passing along assets

  1. Non-probate assets
  2. Inter vivos gifts
  3. Trust
  4. Will
  5. Intestate succession
","author_name":"MPB Think Radio"}