April 19, 2025

April 19, 2025 – Easter!  Have a Glorious Day Filled with Love and Gratitude! – Tariffs and Markets Continue to be in the Headlines – Young lady from Delaware brings us an excellent set of questions

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More Than Money with Gene Dickison
April 19, 2025 - Easter!  Have a Glorious Day Filled with Love and Gratitude! - Tariffs and Markets Continue to be in the Headlines - Young lady from Delaware brings us an excellent set of questions
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Gene and Alyssa answer questions:

  • She asks if she should leave her IRA to one beneficiary and have him split out the shares?
  • He asks if he needs to set up a special account when naming his grandchildren as beneficiaries?
  • She asks if we are fiduciaries (yes)?  She asks if we advise same-sex couples (yes)?
  • She asks how inheritance taxes are calculated when heirs are in multiple states? 
  • And we are still feeling very, very blessed

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