#inheritance-planning

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#wealth-transfer #succession-planning #family-offices #family-communication #women-and-wealth
#wealth-transfer
fromFortune
1 month ago
Relationships

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

fromFortune
1 month ago
Relationships

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

more#wealth-transfer
Parenting
from24/7 Wall St.
1 month 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.
6 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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