Client Access  |  Careers & Advisory Teams
January 26, 2024

Navigating the Complexities of Inheritance

Financial Planning Committee

Discuss the complexities of inheriting assets on our podcast, “Navigating Life Transitions”

The entanglement of emotions, the involvement of multiple parties, and the potential for positive impact can require many considerations when inheriting assets. Despite this intricate process, an inheritance of any size can be a significant gift.

This is the topic of discussion in the latest episode of “Navigating Life Transitions,” a podcast by JNBA Financial Advisors. Each episode of the podcast, hosted by Kim Insley, features a panel of specialists who bring different perspectives to life’s biggest challenges, changes, and opportunities.

As the discussion dives into the complexities of distributing and inheriting assets, we learn how people can have thoughtful conversations with their families, financial advisors, and tax professionals to ease the process of this transition. Guests Elise Huston and Luke Traxler, both Advisors at JNBA, share insights into the complexities and emotions of both leaving and receiving an inheritance and reflect on memorable stories of impactful legacy. Episodes of Navigating Life Transitions are released monthly and can be found on Apple Podcasts and Spotify. The latest episodes and more information are also available at jnbanavigatinglifetransitions.com

Due to various factors, including changing market conditions and/or applicable laws, some of the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from JNBA Financial Advisors.

Please see important disclosure information at jnba.com/disclosure

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