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Table talk this Thanksgiving: Preserving Generational Wealth

Table talk this Thanksgiving: Preserving Generational Wealth

by Kelsey Deming | Nov 20, 2023 | Uncategorized

As families gather for the holiday season, it’s the perfect time to embrace an often-avoided topic: family finances and generational wealth. According to a survey conducted by Fifth Third Bank, nearly Two-thirds of Americans who have at least $3 million in investable...
Estate Planning and Considerations When Inheriting a Family Home

Estate Planning and Considerations When Inheriting a Family Home

by Enlighten 567 | Nov 13, 2023 | Estate Planning Legal, Retirement Planning, Uncategorized

Estate planning is a crucial aspect of financial preparation that often requires careful consideration, especially when inheriting a family home. In a Mansion Global article, titled “The New Math on Inheriting Your Parents’ House,” the intricacies of...
Tips for Leaving an Inheritance to Family

Tips for Leaving an Inheritance to Family

by Enlighten 567 | Oct 16, 2023 | Estate Planning Legal, Retirement Planning, Uncategorized

Families inherit money and sometimes make the right moves in investing and spending. Inheritances can also ignite disruption, divorce, and a host of bad behavior – far from the hopes and plans of the benefactor. What happens when you leave what’s probably one of your...

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