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Non-Spousal Inheritance Distributions

Non-Spousal Inheritance Distributions

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Inheriting money from your spouse is a pretty straightforward process, but when money is passed down from parents or other family members, the rules get a bit more complicated. Donna and Nathan discuss the process of distributing assets from a non-spousal inheritance. Also on MoneyTalk, Stock Trivia: Two Truths and a Lie. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 7/1/2025. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!

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