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Recent Posts
What Did We Learn about Investments in 2023?

Reflecting on the tumultuous investment landscape of 2023, Buckingham Strategic Partners distilled invaluable insights into their “Top 10 Investment Lessons of 2023.” ...

The post What Did We Learn about Investments in 2023? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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What Does the IRS’s recruiting efforts mean for taxpayers?

The IRS’s recent intensification in recruitment to address wealthy taxpayers is raising eyebrows among high-net-worth ...

The post What Does the IRS’s recruiting efforts mean for taxpayers? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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Entrepreneur Estate Plans For Those Who Choose To 1) Ready, 2) Fire, THEN 3) Aim

Estate planning for business owners, particularly those known for impulsive decision-making, requires a nuanced approach. ...

The post Entrepreneur Estate Plans For Those Who Choose To 1) Ready, 2) Fire, THEN 3) Aim first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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Millennials Expecting an Inheritance: You Need an Advisor

Significant wealth transfers are happening through gifting and estates from baby boomers right now, a trend that’s expected to continue in the coming years. This influx of wealth raises plenty of questions for people named in wills and trusts, especially as those individuals attempt to figure out how this influences their current financial plans.

A recent study reveals that nearly 8 out of 10 Gen Xers and millennials, whose grandparents or parents have their own financial advisor, also intend to reach out for financial strategic support in managing their money once they receive an inheritance.

The study found that 70% of respondents not only want help, but intend to seek it from a human rather than any automated service, and that three quarters of those expecting to receive an inheritance in the coming years see working with a financial advisor as soon as possible as a top priority.

Around 60% of the survey’s respondents have a current net worth of at least $100,000 and 60% of them expect to receive at least $100,000 in an inheritance, with a further 39% receiving at least $250,000.

An infusion of cash can be an exciting prospect, but it can also raise many different questions around financial management and the best ways to protect your interests. It can feel overwhelming to wonder the best way to handle this situation and which investment strategies align with your personal goals. Having these conversations with an outside expert gives you confidence and peace of mind that you’re doing what’s truly best for you and your loved ones.  Working with a team of financial professionals is one of the best ways to clarify what’s most important to you, and to take proactive steps to prepare for your future. Contact our office today to learn more about planning.

Schedule your free Exploratory phone call

Click here to see how we
can be of assistance.

Careers/Open Positions

Explore all available job
listings and become a part of an amazing team.

Our Social Media

Connect with us on Social Media using the following buttons:

Visit our Podcasts

Listen in, Join the Conversation!

Recent Posts
What Did We Learn about Investments in 2023?

Reflecting on the tumultuous investment landscape of 2023, Buckingham Strategic Partners distilled invaluable insights into their “Top 10 Investment Lessons of 2023.” ...

The post What Did We Learn about Investments in 2023? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
What Does the IRS’s recruiting efforts mean for taxpayers?

The IRS’s recent intensification in recruitment to address wealthy taxpayers is raising eyebrows among high-net-worth ...

The post What Does the IRS’s recruiting efforts mean for taxpayers? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Entrepreneur Estate Plans For Those Who Choose To 1) Ready, 2) Fire, THEN 3) Aim

Estate planning for business owners, particularly those known for impulsive decision-making, requires a nuanced approach. ...

The post Entrepreneur Estate Plans For Those Who Choose To 1) Ready, 2) Fire, THEN 3) Aim first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more