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Four Do’s and One Don’t to Help Protect Your Inheritance



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Much has been written about the so-called Great Wealth Transfer and the trillions of dollars loved ones can expect to inherit from parents and grandparents over the next 20 years or so.

I’ve read articles estimating that Baby Boomers, and the Silent Generation before them, could leave anywhere from $68 trillion to $84 trillion, or more, to their children and favorite charities. And as a financial adviser, I’m already seeing the impact those gifts can have on the people who receive them.