Welcome to a brand-new episode where we dive into what happens when you inherit something like a house, land, or investments. It’s a topic that many find confusing, especially when it comes to taxes. But don't worry, it's not as daunting as it seems!
We’ll discuss simple ways to handle inherited assets without getting stressed about taxes. You'll learn about the “step-up in basis” and how it can help reduce or eliminate your tax bill. Plus, we'll explore some smart planning strategies to keep in mind, such as different types of trusts.
This episode is packed with practical advice to help you confidently manage any assets you might inherit. Tune in to clear up the confusion and learn how to handle your new wealth wisely!
Next Steps:
☎️ Find out how much you're overpaying in taxes every year! Schedule a FREE discovery call to find out --> https://phillipsbusinessgroup.com/
📧 Contact Me --> tiffany@thetiffanyphillips.com
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