In this episode, Tatyana Bunich and Stacey Golden-Lisnock discuss:

• Essential pre-death tax tips
• Large inheritances and the unfortunate circumstances that can sometimes follow
• A look at the TAX part of an estate.

Key takeaways:

• The ins and outs of inheriting homes, money, etc.
• If there’s no fighting or disagreements, you’re still looking at a minimum of 6 months before the beneficiary receives what was left to them.
• Often times, due to poor planning, the beneficiary can be an ex-spouse if they never took the time to update it.
• The importance of understanding what potential mistakes are in your estate because you don’t know any better and/or lack the proper guidance.

To purchase the Emergency Info File course, please visit:

https://www.gotittogethernow.com/pickyourplan

If you are a service professional and would like to be a guest, please complete the Industry Professional Application at https://legacytherapypodcast.com/getinterviewed

To reach out to Tatyana Bunich:

Mainline - 410-908-9293

Website - www.financial1wmg.com