Something You Should Know About Inheriting a Home From a Relative

Ira shares a helpful article that breaks down the myriad of ways an inheritance can get derailed by a parent who means well and includes their children on the title of their home. Evan chimes in to talk about why you can get into tax and legal trouble by adding people to accounts or assets without consulting both a lawyer and a financial planner. Later in the episode, the advisors talk about the most recent article by WSJ columnist Jason Zweig called “What I Learned When I Stopped Watching the Stock Market.”

 

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