Receiving a Large Inheritance? Read This.

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.

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