FULL EPISODE & SHOW NOTES @ www.sunnybranchwealth.com/blog/10-questions-for-financial-advisors Most financial advisors don't understand inheritors. So, how can you find one who does? In this episode, I give you the 10 questions you should be asking every financial advisor you interview, plus my own answers! These questions cover the big stuff: is the advisor a fiduciary, how are they paid, what's their actual experience with people like you? They will also let you ...
All content for Heir Necessities is the property of Katherine Fox, CFP®, CAP® and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
FULL EPISODE & SHOW NOTES @ www.sunnybranchwealth.com/blog/10-questions-for-financial-advisors Most financial advisors don't understand inheritors. So, how can you find one who does? In this episode, I give you the 10 questions you should be asking every financial advisor you interview, plus my own answers! These questions cover the big stuff: is the advisor a fiduciary, how are they paid, what's their actual experience with people like you? They will also let you ...
Inheritance Tax Myths, Busted: What Millennial and Gen X Inheritors ACTUALLY need to know
Heir Necessities
13 minutes
7 months ago
Inheritance Tax Myths, Busted: What Millennial and Gen X Inheritors ACTUALLY need to know
Ever get that pit in your stomach thinking about the tax bill that might come with your inheritance? As both a financial advisor and an inheritor myself, I've been there. In this episode, I'm breaking down exactly what you need to know about inheritance taxes. We'll cover when your inheritance is or isn't taxable, along with the taxes you'll need to watch out for in the decade after you inherit. Join me for a deep dive on the "step up in basis" and everything you need to...
Heir Necessities
FULL EPISODE & SHOW NOTES @ www.sunnybranchwealth.com/blog/10-questions-for-financial-advisors Most financial advisors don't understand inheritors. So, how can you find one who does? In this episode, I give you the 10 questions you should be asking every financial advisor you interview, plus my own answers! These questions cover the big stuff: is the advisor a fiduciary, how are they paid, what's their actual experience with people like you? They will also let you ...
