Can a large Inheritance be too big?

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Receiving a large inheritance can be an unexpected windfall or curse to your beneficiaries. If you share these concerns, what are your options? Are there alternatives to a large, lump-sum inheritance that are worth considering? To avoid a negative outcome, it is not uncommon for individuals to evaluate alternative methods to transfer wealth to their beneficiaries. According to a recent …

Trusts Remain an Important Tool for Lasting Legacies

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Life, by its very nature, is uncertain, and nowhere is it more important to consider those uncertainties than when planning how the fruits of a lifetime will protect and sustain loved ones or continue to support cherished causes in the way someone wishes. In the past, trusts were mostly viewed as a strategy for preserving estates by reducing the impact …