S. Michelle Jann

Director of Wealth Planning, Senior Wealth Advisor

MarketWatch, August 14, 2023

Dear Tax Guy: I inherited a lake house, but want to give my share to my sister. How can we do this — and avoid paying taxes?


Director of Wealth Planning Michelle Jann, CFP®, CPWA®, CDFA® speaks to MarketWatch about managing the financial and emotional implications of large inheritances.


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