Inheritance Archives | Page 2 of 2 | Darrow Wealth Management

Estate Planning Financial Planning Inheritance Tax & Estate Planning Updated for 2022

What to Do After Receiving an Inheritance

If a loved one has passed and you're expecting to receive an inheritance, you may have a number of questions about the process; such as is an inheritance taxable and what to do after receiving an inheritance. Whether an inheritance is taxable to you, the beneficiary, will depend on what…

Kristin McKennaMay 24, 2017

Estate Planning Inheritance Trusts

Does an Inheritance Go Through Probate?

What is probate and why should you try to avoid it? Whether an inheritance will go through probate or bypass the process will depend on the type of asset - not whether the decedent had a will. Having a will does not mean assets will avoid probate; a will is a legal record of…

Kristin McKennaApril 25, 2017

Inheritance Tax & Estate Planning Updated for 2022

How is an Inheritance Taxed?

If you're receiving an inheritance you may be wondering about how it will be taxed. The tax treatment will ultimately depend on a number of factors, such as the type of inheritance you are receiving (real estate, a retirement account, cash, etc.), your state, the size of the estate, and…

Kristin McKennaApril 18, 2017

Inheritance

Getting Started After Inheriting a Home

DECISION GUIDE: WHAT TO DO AFTER INHERITING A HOUSE The specific issues at play after inheriting a house will vary for each person. However, many of the general considerations will remain consistent in most situations. As you face the difficult practical and emotional decisions at hand, this checklist can help guide your thought process as…

Kristin McKennaAugust 31, 2016

Inheritance Real Estate Trusts Updated for 2021

Financial Considerations After Inheriting a House

Inheriting a home, such as the family home or a vacation home can be emotional. As you begin to sort through the emotional and practical issues, you may initially be left with more questions than answers. As an added complexity, you may have inherited a house with siblings. Varying wishes…

Kristin McKennaJune 1, 2016

Inheritance Secure Act Tax planning Updated for 2022

Do You Pay Tax on an Inheritance?

Do You Pay Tax on an Inheritance? What's the tax treatment of an inheritance? Depending on what type of asset you inherit, it could be considered taxable income. Funds from inherited retirement accounts are usually included in your taxable income. Taxes on cash, stock, or property inheritances are different, if…

Kristin McKennaMay 11, 2016

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Inheritance

What to Do After Receiving an Inheritance

Does an Inheritance Go Through Probate?

How is an Inheritance Taxed?

Getting Started After Inheriting a Home

Financial Considerations After Inheriting a House

Do You Pay Tax on an Inheritance?

Popular Posts

― Needham Office ―
200 Reservoir Street, Suite 303
Needham, MA 02494
(978) 369-5144

― Boston Office ―
22 Boston Wharf Road, 7th Floor
Boston, MA 02210
(617) 330-5090

Inheritance

What to Do After Receiving an Inheritance

Does an Inheritance Go Through Probate?

How is an Inheritance Taxed?

Getting Started After Inheriting a Home

Financial Considerations After Inheriting a House

Do You Pay Tax on an Inheritance?

Popular Posts

― Needham Office ― 200 Reservoir Street, Suite 303 Needham, MA 02494 (978) 369-5144

― Boston Office ― 22 Boston Wharf Road, 7th Floor Boston, MA 02210 (617) 330-5090

― Needham Office ―
200 Reservoir Street, Suite 303
Needham, MA 02494
(978) 369-5144

― Boston Office ―
22 Boston Wharf Road, 7th Floor
Boston, MA 02210
(617) 330-5090