Leaving an Inheritance to Kids

Recently I wrote about managing sudden wealth – namely, an inheritance. While not everyone will be the heir to a sizable estate or be lucky enough to hit the lottery, many ARE planning to leave THEIR estate behind for loved ones.  Many of my clients want to leave money to their kids. But a good portion of them have also expressed concerns, that their children may be ill-equipped to manage sudden wealth.

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Managing an Inheritance

Financial plans tend to change when a client receives an inheritance. For some, they knew the passing of a loved one would mean an influx of wealth. For others, they were pleasantly surprised to know that they were the heir to an estate.

Regardless of the source, new considerations come with new wealth. So, here are a couple things to consider if you find yourself with new money on your balance sheet.

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