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The advisors of Foster & Motley are on a mission to help individuals, couples, and families achieve the life they envision by providing a tailored and comprehensive wealth management experience. They provide customized tiers of service to help maximize your wealth, no matter where you are on your wealth journey. Join them as they explore actionable steps to improve your financial well-being.
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I Recently Inherited Money, What Do I Do Next? With Zach Binzer, CFP®, and Ryan English, MBA, CFA, CPA, CFP®

I Recently Inherited Money, What Do I Do Next? With Zach Binzer, CFP®, and Ryan English, MBA, CFA, CPA, CFP®


Inheriting money can be a significant event in your life, and it’s essential to know what to do next. Navigating the emotions associated with the loss can be hard enough, let alone dealing with financial decisions that will impact your future.  

In this episode, Zach Binzer, CFP®, and Ryan English, MBA, CFA, CPA, CFP®, discuss the steps needed to navigate the inheritance process. From understanding the estate planning documents to how to divide up assets, this episode is here to help you when life takes over. 

Zach and Ryan share more about:

  • The importance of understanding the assets making up your loved one's estate
  • Breaking down the complexities of an estate before decisions are made
  • Distribution considerations like taxes and timing
  • Why keeping your beneficiary designations up to date is important
  • And more

Article: What Do I Do With Inheritance Money?

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