Inheriting Assets, Opportunities, and Headaches | Series 3.4
Manage episode 294326709 series 2896200
What are the main issues you should look out for and try to avoid ahead of time?
- Assets can either pass to you directly or through the will (01:56)
- Make sure your parents have everything in order ahead of time (04:17)
Quote for the episode: “Realize that there can be a lot of headaches that come up whether through incorrect beneficiaries, incompetent executors, or scattered paperwork. The best course of action, by far, is to be proactively asking some of these questions to your parents ahead of time.”
Securities offered through TFS Securities, Inc., Advisory Services through TFS Advisory Services, a SEC Registered Investment Advisor Member FINRA / SIPC. TFS Securities, Inc. located at 437 Newman Springs Road, Lincroft, NJ 07738 (732) 758-9300.
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