Unpopular Opinion: Your Inheritance Is Not Your Friend
Video Transcript: A lot of people think that receiving their inheritance will solve all of their problems. The fact of the matter is, your inheritance could end up hurting you. One of my dear friends, and clients, inherited a large sum of money before he was ready to manage it. He chose to ignore my Read more ➝
3 Ways You Can Protect Your Heirs and Yourself
How can you be sure the inheritance your heirs receive will not damage their lives? “Sudden wealth” (inheritance) is when a person receives a large sum of money quickly. Examples of “sudden wealth” include: Being named a beneficiary in a trust Winning money from litigation (such as a class action lawsuit) Insurance payoff (such as Read more ➝