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.
