Whitepaper
Managing your inheritance
An easy-to-understand introduction for younger generations
Jan 21, 2022 · Authored by Duncan Campbell, William Grady, Jaime K. Lawson
People can become wealthy in a variety of ways such as running a successful business or making smart investments. And, some people inherit wealth from older generations. Many young adults who have inherited (or will inherit) wealth may be looking to expand their financial literacy. After all, wealth can be a complicated topic – and figuring out what to do with it can be an overwhelming experience. We can help.
Baker Tilly and Baker Tilly Wealth Management professionals created the e-book “Managing your inheritance: an easy-to-understand introduction for younger generations” to answer typical questions related to wealth, provide guidance and simplify the daunting task of managing your money.
Download the e-book to learn best practices related to:
- Taxes
- Trusts and estates
- Investing
- Retirement accounts
- Saving and smart spending
- Safety and security
- And more!
The information provided here is of a general nature and is not intended to address the specific circumstances of any individual or entity. In specific circumstances, the services of a professional should be sought.
Tax information, if any, contained in this communication was not intended or written to be used by any person for the purpose of avoiding penalties, nor should such information be construed as an opinion upon which any person may rely. The intended recipients of this communication and any attachments are not subject to any limitation on the disclosure of the tax treatment or tax structure of any transaction or matter that is the subject of this communication and any attachments.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, operate under an alternative practice structure and are members of the global network of Baker Tilly International Ltd., the members of which are separate and independent legal entities. Baker Tilly US, LLP is a licensed CPA firm that provides assurance services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and consulting services to their clients and are not licensed CPA firms. The name Baker Tilly and its associated logo is used under license from Baker Tilly International limited. The information provided here is of a general nature and is not intended to address the specific circumstances of any individual or entity. In specific circumstances, the services of a professional should be sought. © 2024 Baker Tilly Advisory Group, LP
Baker Tilly Wealth Management, LLC (BTWM) is a registered investment advisor. BTWM does not provide tax or legal advice. BTWM is not an attorney. Estate planning can involve a complex web of tax rules and regulations. Consider consulting a tax or legal professional about your particular circumstances before implementing any tax or legal strategy. BTWM is controlled by Baker Tilly Advisory Group, LP (Baker Tilly), a tax and advisory firm. Baker Tilly is an independently owned and managed member of Baker Tilly International. ©2024 Baker Tilly Wealth Management, LLC
