Inherit a home image shows a toy block wood home on grass

5 Questions to Ask When You Inherit a Home

November 7, 2021

Questions to ask when you inherit a home is presented by Kris Maksimovich, AIF®, CRPC®: Buying a home is one of the most stressful experiences and biggest financial commitments of many people’s lives. But inheriting a home from a Read More...

Determining the Basis of Inherited Property

August 23, 2021

Presented by Ben Murphy, CPA, PFS™: The basis of property inherited upon death is traditionally known as the fair market value (FMV) on the date Read More...

What do you do with a financial windfall shows man cheering while cash falls from the sky.

What to Do with a Financial Windfall

July 6, 2021

By Kris Maksimovich, AIF®, CRPC®, CRC®: An astounding 70% of inter-generational wealth transfers fail by the time they make it to the second Read More...