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Updated about 9 years ago on . Most recent reply

User Stats

19
Posts
4
Votes
Doug Rich
  • House Flipper / Investor
  • Gresham, OR
4
Votes |
19
Posts

Asset structuring prior to inheritance

Doug Rich
  • House Flipper / Investor
  • Gresham, OR
Posted

My father in law is nearing the end of his journey and has his wealth, including a house, many annuities, IRAs and Trusts all over the map.  Most of his assets will be handed down to his 2 daughters.  We know a great deal depends on the terms of each account, but

Is there some structuring of these accounts needed to help with the inheritance process ? 

Thanks,   DnD

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