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wealth transfer

Generational Wealth & The Gift of Financial Freedom

Submitted by TLWM Financial on June 28th, 2023

Those who receive an inheritance with the passing of a loved one are potentially given the gift of financial freedom if they choose to manage the wealth carefully. Did you know that only about one-third of adults have a prepared will, and about 40% with investable assets of $1 million or more never discuss their estate plans with their children?

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  • estate planning
  • wealth transfer
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