#inheritance-planning

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Relationships
fromFortune
3 days ago

Navigating the Great Wealth Transfer: building confidence across generations | Fortune

Families should proactively communicate values, rehearse wealth-transfer plans, and provide tailored education and support to prepare inheritors for a $124 trillion generational transfer.
Parenting
from24/7 Wall St.
3 weeks ago

My husband and I have plenty of money to retire now - should we keep working to leave our son a larger inheritance?

Prioritize securing retirement and enjoying life rather than continuing to work solely to enlarge an already substantial inheritance.
Retirement
from24/7 Wall St.
5 months ago

I Have Millions, But I Don't Want to Leave My Kids Any Money Due to Political Differences

Wealth transfer is increasingly influenced by political and ideological differences within families.
Trusts are becoming a popular option for inheritance planning to address differing values.
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