Friday, September 25, 2015

How to keep more of your Inheritance...

There are some things you should be concerned about when getting an Inheritance.
1. There are Tax Implications
2. Recommend to do Nothing 1st 60 days
3. Pay Off you Debt 1st
4. Create a Cash Reserve or Savings 
5. Get any Sentimental Items appraised
6. Get Insurance on Real Estate
7. Review Investments and Financial Plan
Jason Toohey
Wealth Management Professional

No comments:

Post a Comment