Radio 97 -The Challenges with Inheritance

Inheriting money can mean a financial  windfall for you and your family.  But there are considerations about your tax status and investment options when you come into money.  It makes sense to have a solid strategic  plan  in place to make the best use of the  inheritance.  Mark explains just how such planning works, guaranteeing peace of mind and financial security. Click here to learn more about Mark Rowlette, founder of South Shore Retirement Services.