Blog

Tag: Inheritance

A how-to guide to inheritances

Inheritances often throw people for a loop. It can be an emotional rollercoaster as you figure out what to do. You’re going about your day-to-day life, and suddenly, your financial… …

Read more

How to handle gifted funds

Have you been told that Granny and Gramps are gifting you a lump sum of money?  Or a family member is gifting funds to your children?  It happens more often… …

Read more