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Inheritance and other windfalls: Specific considerations

By Kate McCaffery | April 03 2020 10:17AM

Photo: Freepik

Unplanned and unmanaged inheritances have a way of eroding very, very quickly. How a client receives their money will have an impact on the planning you will do.

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Navigating sudden wealth requires a solid plan

How to help clients manage a life-changing windfall

Inheritance and other windfalls: Specific considerations

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