Comment on How to handle an inheritance: the 3 key factors

How to handle an inheritance: the 3 key factors

Receiving a windfall may feel like a simple case of good fortune—but when the money is part of an inheritance, be prepared for complications. When my father passed away in 2013, my sister and I learned that we were the joint beneficiaries of his life insurance policy. We knew that Dad intended this money as a strings-free gift.

 

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