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Technical

How to avoid inheritance mistakes Logo aicpa

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