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Survey Highlights Inheritance Expectation Gap

Many older adults plan to pass on their hard-earned assets to their children. In fact, trillions of dollars are expected to be passed down from Baby Boomers to future generations over the next few decades as part of the so-called…

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Avoiding Mistakes in Inheritance Planning

After the passing of a loved one, coping with emotions while receiving an inheritance can be a complicated experience. The loss of a loved one is sad but the influx of funds can bring joy or relief. It can be…

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