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Newspaper
Aiken Standard
Location
Aiken, South Carolina, United States of America
Date
Nov 17, 2003
Page
20
A reader in Delaware asks how to manage a substantial inheritance after parents died unexpectedly. The adviser warns that wealth can create new financial challenges and outlines key pitfalls and strategies to handle the funds and assets wisely.
A guide to handling inheritance wealth with a fee only adviser. Create asset lists, set goals, plan cash flow, review benefits, estate plans, taxes, and insurance. Emphasizes separate property, privacy, and seeking third party opinions before major decisions.
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