Receiving an Inheritance, now what?

Receiving an Inheritance, now what?

 

• Pay off Debt or Invest?
• Hold onto a property and Rent or Liquidate?
• How long does a typical inheritance last?
• What are some of the inheritance success stories you’ve seen?
• How long does it take to get an inheritance after someone passes?
• Taxes?

 

We tackle these questions on this episode of Through The Pines…

 

Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while driving his EV to morning coffee, this is Through the Pines… On this episode we explore what to do when receiving an inheritance

 

Our Advisors for this episode, we welcome back Rex Baxter and Brandyn Smith with planwithbaxter.com

 

2023 & 2024 Forbes Best in State Wealth Management Teams For Utah -

Advisor Hub Fastest Growing Advisors to Watch under 1 Billion -

Receivers of the Ameriprise Client Experience Award -

 

Financial Advisors: Baxter, Smith & Associates

Contact: rex.m.baxter@ampf.com

Website: https://www.ameripriseadvisors.com/team/baxter-nelsen-associates/

 

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Through the Pines  -  Reminding you to use Yesterday’s Dollars to Finance Tomorrow’s Dreams.

 

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This episode includes financial advice from professionals. Visit the financial planners in this podcast at www.planwithbaxter.com The Banyan Collective & Host, R. Brandon Long are not the financial professionals - podcast pro's, maybe - money men, not so much.

 

Through the Pines Podcast Copyright, The Banyan Collective - 2024