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Handling an Inheritance

After managing the grief of losing a loved one comes the potential burden and stress of managing an inheritance. Here are a few tips to help you through the process.

Consult a financial professional AND a tax professional. The laws surrounding inheritance are currently in flux and it is hard to know what the news rules are and how they apply to your situation. Working with professionals can help you navigate those rules easily and they can help guide you in how the different types of inheritance may affect your financial situation.

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