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Podcast: Retire Today
Episode: Podcast 21 — What do you Need to Know When Handling an Estate?
Description: Having a relative pass away is never easy. This process isn’t any easier if you’re dealing with an estate that you’re not prepared to handle.
In this episode, Jeremy Keil helps you get ready for what may come down the line by sharing five things you need to know when handling an estate — whether you’re an executor or a beneficiary.
In this episode, you’ll learn:
How quickly you need to deal with different accounts
Why you shouldn’t automatically cash out accounts
Whether you can take inherited money and put it into yo...