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Tips for Making the Most of Your Inheritance

Baby boomers in the U.S. are set to bequeath $68 trillion in wealth by 2043, as part of the Great Wealth Transfer. Much of that will be left to Generation X and millennial heirs. If you expect to receive an inheritance, planning ahead for how you will use the wealth and account for any taxes will help you make the most of your windfall.If you will inherit money…If you stand to inherit a significant amount of money, earmark it toward financial goals ahead of time so you’ll be confide
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It’s Time to Have “The Estate Plan Talk”

Talking with loved ones about estate planning and inheritance can be challenging, especially as it centers around two taboo topics – money and death. But talking with your adult children about their inheritance can provide signature advantages for you and them. It can help your heirs better prepare for the future and give you a chance to explain the reasoning behind your decisions.Here’s a look at the importance of discussing your estate plan with your kids and how to start that conv
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YOUR FUTURE

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk...
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