Leaving behind an inheritance is a dream that many smart investors have. You’ve worked hard to build and protect your wealth, so it goes without saying that you should put the same amount of work and thought into what happens with it once you leave it behind.
In a recent survey conducted by a major private banking and investment group, 91% of respondents said they plan to leave most of their wealth to family members, while 46% are concerned about giving too much money.
With that many investors dedicated to leaving an inheritance, here are some questions to ask yourself and your financial advisor before making any final decisions.
Be sure to speak with your financial advisor for more information on leaving an inheritance. Be sure to contact Steel Valley Investment Group of Raymond James for more information.
The information provided is general in nature and should not be considered legal advise. Please note, changes in tax laws or
regulations may occur at any time and could substantially impact your situation. Raymond James financial advisors do not render
advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional.