The feelings surrounding it can be confusing. In most cases, it means the loss of someone very close to you. But it also could mean a complete change to your financial picture.
So how should you handle this transitional phase of life? It can be very risky to make big financial decisions based on emotions. So in today’s podcast, Grant interviews Jeremy about what to do when you receive an inheritance. Together they outline 7 steps you can follow to ensure you can meet your financial goals and honor your loved one’s legacy.
Ultimately, the best thing to do is to work with a professional advisor who has your best interest at heart, so that you can focus on your family and getting through this difficult season.
We discussed a few blogs in this week’s podcast: