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You’re Inheriting Money; Now What?

In today’s episode of Financial Clarity for Doctors, Rachelle Vanderzanden and Corey Janoff discuss some basics of what it means to inherit money. Projections show that there will be a large transfer of wealth from Baby Boomers to younger generations. How will that be taxed? What should you do with the money?

Inheritance considerations discussed in this episode include:
• How do assets move from one person to another when someone passes away?
• What happens when someone passes away without a will?
• How are different kinds of things taxed when you inherit them?
o There are big differences between retirement accounts, property, business assets, and non-retirement investment accounts.
• Do I need to worry about estate taxes?
• What should I do with the money I receive?
o Review your goals before you decide!
• How do I know if the investments in accounts are appropriate for me?

This topic is complicated and there’s a lot to discuss. Listen to the full episode to learn more!

For more financial planning tips from Corey and Rachelle, find them on social media!
LinkedIn: @CoreyJanoff and @RachelleVanderzanden;
Instagram: @CoreyJanoff and @VanderzandenRachelle;
and Twitter: @CoreyJanoffCFP and @RachelleFinance

Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Finity Group, LLC and Cambridge are not affiliated. Cambridge does not offer tax or legal advice.