Tagged: Inheriting a Trust

A Tale of Two Inheritances

October 3rd, 2023 | Inheriting a Trust

It Was The Best of Times; it was the worst of times. – Charles Dickens It’s time for a tale of two inheritances. Settle in and get comfortable because the next two decades promise more inheritances than words in a Dickensian novel. Cerulli & Associates estimate approximately $84 trillion in assets will move from Baby […]