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Tag Archive: guidance for inheritance planning

What to Do With an Inheritance?

What to Do With an Inheritance?

Baby Boomers are expected to inherit roughly $8 trillion from their parents and formulating a plan for receiving that money prior to receipt can pay off in the long run. Sharon Epperson posted an article which describes some key factors to keep in mind when deciding what to do. In it, she notes that the first step in making the most of an inheritance is to outline your financial goals. Many boomers will be able to fund their own retirement and may be able to...

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