Article

The Inheritance Effect

Judy Lin Walsh, Stephen Salley
Published: Dec 11, 2020

What if inheritance was viewed through the lens of “long term process” rather than as a “one time event”? What opportunities and benefits could result? This article explores both what the risks are of “one time” meteors of wealth gifted through well-meaning estate plans, as well as concrete strategies to avoid those risks. There are […]



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