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Understanding the Inheritance Process
Manage episode 422947060 series 3410802
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Whether you are preparing to structure or leave an inheritance, we want to help you build, not destroy, relationships. In this episode, we discuss the roles involved and how they work in each stage of the inheritance process.
We are Financial Design Studio: Michelle, Steve, Rob, and Trevore…We have a passion for helping others reach financial success. Part of our job is to teach you about money, so you can make educated financial choices!
Learn more about us at our website https://financialdesignstudio.com/
(Disclaimer : This podcast should not be taken as financial advice and Financial Design Studio accepts no responsibility for your individual actions or choices. For our full disclaimer, check out our podcast description.)
Chapters
1. Understanding the Inheritance Process (00:00:00)
2. What are the different roles in an estate plan? (00:01:28)
3. Phase One: Administration and Organization (00:17:42)
4. Phase Two: Distribution and Taxes (00:30:59)
5. Phase Three: Now What? (00:41:47)
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