Disclosures
IMPORTANT: The projections or other information generated by RBC WealthPlan regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results. Results may vary with each use and over time.
Theresa J. Huntley is currently registered to conduct business with residents of the following states: CA, CO, CT, DE, FL, IL, MA, MD, ME, MN, MT, NC, NH, NJ, NY, PA, RI, TX, VA, VT, WA. California Insurance License # 0H30477.
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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!
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.
Family values regarding finances matter and, perhaps surprisingly, are important across the generations. A recent RBC Wealth Management survey found there’s not a generation gap! Message me to learn more.