Baby boomers in the U.S. are set to bequeath $68 trillion in wealth by 2043, as part of the Great Wealth Transfer. Much of that will be left to Generation X and millennial heirs. If you expect to receive an inheritance, planning ahead for how you will use the wealth and account for any taxes […]
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Matthew Logan, Certified Financial Planner® Series 7, Series 66, Series 24 Life and Health Insurance
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