Whether it’s you or a close friend, colleague or family member, odds are you know a woman who has inherited wealth from a parent or grandparent. It’s vital that women are prepared and informed about strategies to manage their inherited wealth, but research is showing a significant imbalance between the genders when it comes to advance preparation and education for managing their inheritance.
Consulting a wealth management advisor will help avoid many of the pitfalls that inherited wealth can present. In the meantime, we’ve created a checklist to help guide you through the basics during this transition. Request your complimentary PDF checklist below.
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