Скачать или смотреть How to Receive Inheritance Money - Process Explained (What to Do and Not Do)

The topic of receiving inheritance money is an interesting one to say the least. Let's face it - nobody plans out the process when it comes to receiving an inheritance. But this doesn't mean that there aren't good ways and bad ways of going about the process.

Watch this video and learn how to receive inheritance money and how to set yourself up for success.

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Views of guest speakers may not be shared by IG Wealth Management.

Regan Schiller holds his Certified Financial Planner designation, Registered Retirement Consultant and Certified Life Underwriter designations.

These videos were produced while I was an Executive Financial Consultant with IG Private Wealth Management. As of September 27, 2024, my affiliation changed to Wellington-Altus Private Wealth where I have taken the role of Wealth Advisor.

The information contained herein has been provided for information purposes only. The information has been drawn from sources believed to be reliable. The information does not provide financial, legal, tax or investment advice. Particular investment, tax, or trading strategies should be evaluated relative to each individual’s objectives and risk tolerance. This does not constitute a recommendation or solicitation to buy or sell securities of any kind. Market conditions may change which may impact the information contained in this document. Wellington-Altus Private Wealth Inc. (WAPW) does not guarantee the accuracy or completeness of the information contained herein, nor does WAPW assume any liability for any loss that may result from the reliance by any person upon any such information or opinions. Before acting on any of the above, please contact your financial advisor.