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Receiving a Large Inheritance? Read This.

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In some ways, receiving a large inheritance can be similar to winning the lottery. Both events mean a significant windfall that can dramatically change the financial picture for you and future generations of your family. And both require careful planning in order to ensure that financial opportunity isn’t squandered.

There is one key difference, of course: unlike a winning lottery ticket, receiving an inheritance requires navigating difficult emotions as you mourn the loss of a loved one—which means having a plan and a trusted advisor is even more crucial to securing your financial future.

Click here to read the article.

 

This communication is for informational purposes only. No content or reference to a third-party article is intended to be a recommendation for the sale or investment in any product, strategy or service nor should it be perceived as individual advice. This commentary does not necessarily reflect the opinions of all employees or XML Financial Group and its affiliates (“XML”).  XML is not responsible for any actions taken related to this information.

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