Managing Your Inheritance Wisely: What You Inherit and How You Inherit Matter!

Whether planning to leave assets to your children, or thinking about what may pass your way, the process of giving or getting inheritance requires careful consideration to be successful. 

On this episode of Life Happens, join attorneys Lou Pierro, Patricia Whelan and Tommaso Marasco to understand how to construct an effective and stress-free plan. This starts with what kind of assets you may have, such as:

• The family homestead
• A vacation property
• IRA’s and 401(k)’s
• Appreciated Stocks
• Life Insurance
• NFTs and Cryptocurrency
• Annuities, etc.

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