About this episode
The episode discusses the complexities of inheriting money from non-spousal family members and the distribution of those assets.
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®, CPWA®; Air Date: 5/28/2026; Original Air Date: 7/1/2025. Have a question for the hosts? Leave a message on the MoneyTalk Hotline at (401) 587-SOWA and have your voice heard live on the air! See omnystudio.com/listener for privacy information.
People in this episode
Hosts: Donna Sowa Allard, Nathan Beauvais
Topics covered
- inheritance
- asset distribution
- non-spousal inheritance
- financial planning
- money management
Keywords
- inheritance
- financial advice
- asset distribution
- money management
- family inheritance
Mentioned in this episode
Organizations: Cumulus Providence
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