What to Do When You Inherit Money or Property
Update: 2025-08-22
Description
Inheriting money or property can be a blessing—but it also comes with big tax questions. In this episode, Nima explains the steps you should take if you've inherited cash, real estate, or retirement accounts. Learn about the step-up in basis, how debts and taxes can affect your inheritance, and the smartest moves to protect what you've received. Whether it's a family home or a financial windfall, this episode will guide you through handling your inheritance the right way.
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