David Kassir, Managing Director of Private Wealth Management at Manna Wealth Management, an SEC-registered fiduciary, was quoted in Moneywise in the article ‘$500K inheritance: vacation or kids’ debt?’ The article looks at a mother who inherited her own mother’s $500K home and wants to sell it and enjoy the proceeds, while her adult children are asking her to pay off their debts instead. On that question, David said: ‘It’s her house. She doesn’t need permission to enjoy her own inheritance, and her kids are adults.’ Read the full article on Moneywise: https://moneywise.com/managing-money/retirement-planning/inheritance-home-sale-vacation-kids-debt
Solve Issues
Which Issue are you here to solve?
