Give Thanks and Pass It On: Leaving and Receiving Inheritance

This Thanksgiving season, Life Happens Radio explores how thoughtful planning and open communication can ensure your wealth and wishes are passed on with purpose. Whether you’re preparing to leave an inheritance or managing one you’ve received, understanding the legal, tax, and emotional dimensions is key.

Join attorneys Lou Pierro and Patricia Whelan as they share smart strategies for handling inheritances—from navigating taxes and investments to managing real estate, retirement accounts, and life insurance.⁠

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