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...
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...
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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