Managing your inheritance

AN EASY-TO-UNDERSTAND INTRODUCTION FOR YOUNGER GENERATIONS

What's inside the e-book?

Our e-book provides definitions of key words and phrases, breaks down complex concepts into simpler terms, answers questions and concerns that clients may have and offers best practices for managing wealth. Download the e-book now for guidance on the following topics:

Responsibilities and emotions associated with inheriting wealth
Tax basics
Trusts and estates
Discussing wealth with older generations
Letting your money work for you
Retirement account options
The art of saving and smart spending
Safety and security of wealth
Choosing the right accountant and wealth advisor

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What areas of wealth transfer are you interested in? Family trustsGeneration-skipping trustsBusiness structuresGifts of business interestsFamily business succession planningPhilanthropic planningEducation/stewardship of wealthNot sure

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_{Baker Tilly Wealth Management, LLC (BTWM) is a registered investment advisor. BTWM does not provide tax or legal advice. BTWM is not an attorney. Estate planning can involve a complex web of tax rules and regulations. Consider consulting a tax or legal professional about your particular circumstances before implementing any tax or legal strategy. The information provided here is of a general nature and is not intended to address the specific circumstances of any individual or entity. In specific circumstances, the services of a professional should be sought.}

_{Baker Tilly Wealth Management, LLC (BTWM) is a registered investment adviser. BTWM is controlled by Baker Tilly Advisory Group, LP (Baker Tilly), a tax and advisory firm. Baker Tilly is an independently owned and managed member of Baker Tilly International © 2024 Baker Tilly Wealth Management, LLC}

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