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4 important things to know if you’re receiving an inheritance

Inheriting money or assets? Learn some key tax tips and smart moves, as well as why patience can pay off before making any big financial decisions.
CNBC

Preparing for the 'great wealth transfer'? 4 steps for managing an inheritance, from a CFP: 'It's not as simple as it might seem'

The so-called "great wealth transfer" is already underway, with over $68 trillion set to be passed down by baby boomers to their children. Yet, while millions of Americans expect to receive an ...