When it comes to receiving an inheritance and whether or not you should put it in a joint account with your spouse... do not ask your friends for advice. Don't even solely rely on the advice I give you in this video! First and foremost, speak to a financial professional and consider the entirety of your situation. Join me as we discuss how to make informed decisions about our inheritance!
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SOCIAL LINKS:
Facebook: https://www.facebook.com/AaronKatsmanLC/
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SUBSCRIBE TO THE PODCAST:
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VISIT MY WEBSITE:
Website: https://www.aaronkatsman.com/
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CONTACT ME:
Email me: aaron@lighthousecapital.co.il
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DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
