Jun 28, 2012

Expecting an inheritance?

Your Florida estate planning attorney can help you preserve your assets and determine the most effective ways to pass on those assets.

But what if you are the one receiving assets? If you are getting an inheritance, you need to plan, too. What you do with your inheritance - be it cash, real property, stocks, a qualified plan - can have major tax ramifications as well as ramifications for your own estate plan.

For a recent Forbes article summarizing the four issues to keep in mind if you're expecting an inheritance, click here.

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