The affluent Baby Boomers are leaving record amounts to their children. But the largest-ever transfer of wealth from generation to generation is not as simple as it seems.
Clear financial planning is a wise path when leaving or receiving an inheritance, as is careful preparation so the inheritance is managed properly. Co-authors Lise Andreana and Victoria Al-Samadi advise: The time to start is now.
Inheritance is the definitive guide through the journey to ensure you and your loved ones know about inheritances, the implications of them, and how they can be put to best use. If you are expecting an inheritance or expecting to provide one, this book is an essential and valuable resource that will save you time and money.
||How to receive one, how to leave one
||Dec 30, 2014
|About the Download
||This book contains a link (or URL) that needs to be typed into your web browser's address bar. Enter the link to view the Updates Page. Click on 'Download the Forms' to download the Forms Kit. It will be in a ZIP file format and needs to be unzipped (or extracted) to access the files inside.
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Author Details - Lise Andreana CFP, CPCA, and Victoria Al-Samadi
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