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RBC Wealth Management research found that heirs want to be good stewards of family wealth. The vast majority of those expecting to receive an inheritance intend to respect the wishes of those who leave it. Want help doing so, let’s chat!
Enjoy your Fourth of July! From patriotic parades to old-fashioned picnics to bursting firework displays, may it be a safe and happy holiday with loved ones!
A significant wealth transfer is underway in the U.S. as baby boomers pass along their financial assets to the next generation. Are you fully prepared to give or receive an inheritance? I can help you and your family make plans and communicate. Call me.