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How to avoid inheritance mistakes Logo aicpa

  Teri Saylor |   Free |   AICPA |   03 Apr 2017 |   CPA Insider

This article summarizes the most common mistakes people make when they inherit money, as well as strategies for navigating through the fog of grief to make wise decisions.

Topics covered:
  • Personal financial planning: Technical: Investment planning: Process, taxation & strategies, Foundational

1 Comments/Reflections

Lee Clintsman

Lee Clintsman Apr 2017

See it all the time