Posted: October 29, 2019 in: Uncategorized

The Atlantic: How Much Inheritance Is Too Much?

“No wealth-management expert I talked for this article would name a specific amount as the ideal, balanced inheritance. “In the industry, we chuckle a little bit, because families want some sort of magic number … and the reality, of course, is that it’s a lot more nuanced,” said Stacy Allred, who runs Merrill Private Wealth Management’s Center for Family Wealth.”

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