Legacy Therapy

Essential Pre-Death Tax Tips

Episode Summary

Tatyana Bunich joins us today to explore the unintended consequences that can come when someone receives a large inheritance after a family member passes away. Many people choose to have as little withheld as possible when they receive the money… and then are in for a nasty surprise when tax season comes around and they owe hundreds of thousands of dollars.

Episode Notes

In this episode, Tatyana Bunich and Stacey Golden-Lisnock discuss:


Key takeaways:

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