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Flash report preparing heirs for their inheritance

July 8, 2020 | Bill Newton
Is your taxable income more than $500K?

Inheriting money comes with plenty of benefits. But an inheritance—even a big one—doesn’t automatically mean a worry-free life of ease. A windfall can actually create unique challenges and conflicts that become the root of significant problems for your heirs—and for you, too.

The good news: You can take steps now to address potential issues related to the transfer of your wealth down the road. In this month’s Preparing Heirs For Their Inheritance, you’ll discover some ways that the Super Rich—those people with a net worth of $500 million or more—smooth the inheritance path for their loved ones, and how you can take a page from their playbook to inform your own action plan.

Read this month's Preparing Heirs For Their Inheritance Article 

This report was brought to us by the VFO Inner Circle, a global financial concierge group I have on retainer to keep me up to date on the latest research and strategies for addressing the key concerns of successful people like you.

I wish you and your family all the best.