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Term vs. Permanent Life Insurance

According to industry experts, most people don’t have enough life insurance. The American Council of ...

The post Term vs. Permanent Life Insurance first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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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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Three Critical Questions to Consider If You’ll Be Inheriting Substantial Wealth

Even when you’re expecting a significant transfer of wealth from a loved one or a friend, it can be overwhelming to receive this and to decide what to do next. Working with a knowledgeable financial planner is a good way to address many common questions and avoid common pitfalls.

Being prepared in advance reduces the possibility of spending too much of an inheritance or mismanaging it so that you harm yourself in the future. One of the best ways to plan for the receipt of this wealth is to work with a financial professional who can discuss how this fits into your estate, retirement, and other personal financial plans.

Many adult children recognize that their parents, grandparents, uncles, and other family members have worked all across their life to generate this wealth, and so it is natural for these adult children to be concerned about losing the inheritance.

That being said, they may also have financial concerns they need to address sooner than later. Hiring an experienced financial professional can help you answer these three important questions that will guide the strategy for how you address a major inheritance. These include:

  • Are there any immediate purchases or you want to make or debts you need to pay down?
  • Are there any assumptions about who should receive these funds, such as a relative, sibling, church or other organization?
  • How would you feel if you spent all of the money, or would you be concerned that you did not honor the legacy of the person who left you these assets?

Working with an experienced financial planner makes it easier to create a unique plan aligned with your goals and intentions.

Schedule your free Exploratory phone call

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can be of assistance.

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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
Term vs. Permanent Life Insurance

According to industry experts, most people don’t have enough life insurance. The American Council of ...

The post Term vs. Permanent Life Insurance first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
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