Podcast 21 — What do you Need to Know When Handling an Estate?
Having a relative pass away is never easy. This process isn’t any easier if you’re dealing with an estate that you’re not prepared to handle.
In this episode, Jeremy Keil helps you get ready for what may come down the line by sharing five things you need to know when handling an estate — whether you’re an executor or a beneficiary.
In this episode, you’ll learn:
- How quickly you need to deal with different accounts
- Why you shouldn’t automatically cash out accounts
- Whether you can take inherited money and put it into your IRA
- About settlement options — and why you need to ask about them
- And more!
Tune in now to better prepare for handling estates in a way that honors your loved ones, your overall financial picture, and future generations!
Resources: Keil Financial Partners | 6 Questions Retirees Aren’t Asking But Should Be | 3 Keys You Should Know Before Choosing a Financial Advisor
Continue reading Podcast 21 — What do you Need to Know When Handling an Estate?
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This media is provided for informational and educational purposes only and does not consider the investment objectives, financial situation, or particular needs of any consumer. Nothing in this program should be construed as investment, legal, or tax advice, nor as a recommendation to buy, sell, or hold any security or to adopt any investment strategy.
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