VIDEO: What You Need to Know about Giving and Receiving an Inheritance

by Dan Dorval & Leah Woodly

Inheritance planning can feel overwhelming, but it’s essential for securing your family’s legacy and ensuring financial peace of mind.

In this video, we cover:

• Steps for a smooth transfer of wealth.
• Tax implications to be aware of.
• How to navigate emotional and financial decisions.

Whether you’re passing down assets or receiving them, our practical advice will help you:✔️ Avoid common mistakes.✔️ Understand taxes and legal considerations.✔️ Preserve generational wealth.

Watch now to learn how to protect your family’s legacy and make confident decisions!

This material is intended for educational purposes only. You should always consult a financial, tax, or legal professional familiar with your unique circumstances before making any financial decisions. Nothing in this material constitutes a solicitation for the sale or purchase of any securities. Any mentioned rates of return are historical or hypothetical in nature and are not a guarantee of future returns. Past performance does not guarantee future performance. Future returns may be lower or higher. Investments involve risk. Investment values will fluctuate with market conditions, and security positions, when sold, may be worth less or more than their original cost. Dorval & Chorne Financial Advisors is a registered investment adviser with the SEC. Registration of an investment adviser does not imply a certain level of skill or training.