Preparing Heirs for Their Inheritance

Inheriting money comes with plenty of benefits. But an inheritance—even a big one—doesn’t automatically mean a worry-free life of ease. A windfall can actually create unique challenges and conflicts that become the root of significant problems for your heirs—and for you, too.

The good news: You can take steps now to address potential issues related to the transfer of your wealth down the road. In this Whistle Stop Report, Preparing Heirs for Their Inheritance, you’ll discover some ways that the Super Rich—those people with a net worth of $500 million or more—smooth the inheritance path for their loved ones, and how you can take a page from their playbook to inform your own action plan.

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