A financial planning system
Hello Inheritance!
Your inheritance is an opportunity. Let’s plan so it becomes a lasting legacy.
If you’re preparing to receive an inheritance, you’re not alone. Over the next 25 years, an estimated $68 trillion will be passed down in the United States — the largest wealth transfer in history.¹ That’s millions of families each year navigating the complex mix of financial opportunity and emotional responsibility that inheritance brings.
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Yet, according to research, only about one-third of heirs feel prepared to manage their inheritance, and nearly 70% of wealth is lost by the second generation.² Without a thoughtful plan, much of that potential can disappear.
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We want to help you avoid that uncertainty — and make your inheritance a foundation for lasting security and impact.
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With decades of experience guiding individuals and families through life transitions, Kevin Bourke, author of Make Your Money Last a Lifetime®, is here to help you turn your inheritance into a meaningful legacy.
Questions Arise
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How should I manage my inheritance to make it last?
Can I use part of my inheritance to help my children now?
How do I choose the right financial advisor for inheritance planning?
How much risk should I take when investing my inheritance?
How can I ensure my inheritance is passed on to my heirs as I intend?
We can help you answer these and other questions that commonly arise.