We recently came by an article on CNBC that was too good to not share. This article offers 3 tips on college planning and saving. Many of our clients have children or grandchildren that have aspirations of heading to college after high school. With the cost of post-secondary education, this can be a large financial burden. While they are still young, it’s important to check your college planning strategies. You can read the article here.
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Do you know the difference between an estate tax and an inheritance tax? Inheriting wealth can involve significant tax considerations. Contact us if you need help navigating through the complex situation of inheritance. ![]()
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financialhotspot.com/2023/08/09/the-tax-implications-of-inheriting-wealth/?fbclid=IwAR2HQdA8IjoWh...
The Tax Implications of Inheriting Wealth | www.financialhotspot.com
financialhotspot.com
Along with the emotional aspects of inheriting wealth, there are significant tax implications to consider. Understanding the tax consequences of inherited assets can help you make informed decisions a...