Inheritance FAQ

More and more people are getting an inheritance these days. In today’s show, we answer some of the common questions people face when receiving, or planning on one day receiving, an inheritance.
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Confidence Corner

More and more people are getting an inheritance these days. In today’s show, we answer some of the common questions people face when receiving, or planning on one day receiving, an inheritance. Hearing these questions may help you prepare ahead of time for a smooth transition of assets when the time comes.

If you have anything you plan to leave behind, you have to do estate planning to make sure it’s done correctly. It will not only give everyone peace of mind but will make everything easier in the future.

Here’s some of what we discuss in this episode:

  • Should mom sign the house over to me when she dies?
  • What is a step-up in basis?
  • Can I update my late spouse’s beneficiary to be me instead of his ex?
  • What do I do if I’m the only family member who wants to keep the land inherited?

A Point Of Wisdom:

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YOUR HOST

Nathan O’ Bryant is the founder of O’Bryant & Associates, Inc., a Registered Investment Advisory firm in the state of TN. He’s been helping people plan for retirement and their financial futures for more than 15 years.

The weekly podcast features discussion and excellent guidance on the important financial planning questions we all have. Whether it’s tax planning, retirement income, social security or the stock market, you’ll find that no topics are off limit on this show.

YOUR HOST

Nathan O’ Bryant is the founder of O’Bryant & Associates, Inc., a Registered Investment Advisory firm in the state of TN. He’s been helping people plan for retirement and their financial futures for more than 15 years.

The weekly podcast features discussion and excellent guidance on the important financial planning questions we all have. Whether it’s tax planning, retirement income, social security or the stock market, you’ll find that no topics are off limit on this show.

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