It's All Money - 10 Ways To Avoid The Inheritor’s Dilemma

Описание: Kicking off season 3 of It’s All Money with a special double-episode answering what seems like an obvious question- is inheriting money a good thing?

Well...maybe.

In the next 20 years, the largest wealth transfer in the history the USA is about to take place. Whether giving or receiving...are you prepared? Do you have a plan?

Sonoma Wealth Marketing Director Dano Weir and Managing Principal Daren Blonski examine 10 ways to avoid The Inheritor’s Dilemma:

• Why are emotions the first piece to address in an inheritance plan?
• What are the risks of co-mingling assets?
• Does this mean you need professional tax help now?
• What skills do you need to keep inheritances from becoming a ‘curse’?
• What’s more valuable than ‘stuff’ ?

We hope you enjoy this practical and grounded look at a complicated part of life.

Take Sonoma Wealth's Free Wealth Analysis right here: https://sonomawealthadvisors.com/

Videos available on our YouTube Channel:    • On The Markets  

Audio also available on
Apple Podcasts https://podcasts.apple.com/us/podcast...

Spotify https://open.spotify.com/episode/20tQ...

References
https://sites.lsa.umich.edu/mje/2025/...

https://www.statista.com/statistics/2...

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Disclosure: Fermata Advisors LLC is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. This content was produced by Fermata Advisors, LLC, d/b/a Sonoma Wealth Advisors, d/b/a Fermata 401k, d/b/a Fermata Tax, d/b/a Fermata Insurance.

The opinions expressed by Fermata Advisors, LLC on this show are their own. Information presented on this program is believed to be factual and up to date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice but are limited to the dissemination of general information. A professional advisor should be consulted before implementing any of the options presented.

Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.

Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Viewers and listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.