Inheriting an estate can be a very emotional time for many people. Trying to balance the emotions of losing a loved one with the complications of handling an inheritance can make things even harder. In this episode of the Retire Once Show, we sit down with Bo Patrick of Fidelity Estate Services, a full-service estate management company. Bo helps our listeners understand the process of dealing with personal property and real estate during an inheritance.
Bo also helps our listeners understand how to value the personal property of an estate by working with a certified appraiser. We also discuss the differences between an estate sale and an estate auction and how to go about choosing the best fit for your inherited estate. Bo shares the secret to attending estate sales and estate auctions as a buyer and how to make the most out of the experience.
Bo shares tips on buying physical gold and silver so that you can feel confident in the process. Make sure you check out the end of the interview where we discuss how to handle inheriting real estate. Inheriting a home can come with many challenges depending on the condition of the home. Bo walks our listeners through 3 options when handling an inheritance that includes real estate.
- Johnathan Rankin CRPC® CEPA®, Founder & CEO,
- Melissa Rankin - Wealth Management Advisor
Theorem Wealth Management
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Disclaimer: Johnathan Rankin is a Registered Representative of Sanctuary Securities Inc. and an Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Theorem Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.
