• She Had No Idea What To Do With Her Inheritance...

  • Oct 4 2024
  • Length: 28 mins
  • Podcast

She Had No Idea What To Do With Her Inheritance...

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  • Summary

  • What should you do with your inheritance? Are there tax consequences of inheritances?


    These questions and more cause difficulty both for those trying estate planning for their heirs. The retirement team of Market Advisory Group brings you the story of Deborah, who needed planning help for her inheritance and her family. Our team got together to assist her with tax concerns, investment management, income needs, social security, long term care needs, and estate planning.


    Guest host Matt Goolsby and Jonathon McCoy (financial advisors, Market Advisory Group) are here to share this inherited income story and what you might be able to take away for your family to avoid probate or additional estate planning costs you may not want to incur.


    At the Money Monitor, Jonathon and Kim Sixkiller take a closer look at Long Term Care.


    Ready for your custom MAG REPORT? Contact us at EyeOnRetirement.com or call 833-MAG-REPORT.
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