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Jeremy Kisner

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(480) 272-7116
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Q: Should I tell my beneficiaries about their inheritance?

A: Studies on wealth transfer show that many beneficiaries are not prepared. Wealthy families in particular can save a lot of heartache by teaching their kids about money in advance of their inheritance. Your kids are more likely to take their inheritance for granted unless they understand where the wealth came from and how it is managed, spent, and given back. A way to prevent this can be through creating a family wealth philosophy, which is a simple framework against which future spending decisions can be judged. I also recommend talking to your beneficiaries in advance and in your “What If” letter about their financial values and how you hope their inheritance will be used. Read: How To Prepare Kids to Inherit Wealth.

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Jeremy Kisner, CFP

Jeremy is a lover of all things finance. He likes to play poker, go camping, and practice yoga, but he loves to talk economics and investment strategies even more.

Make sure to read his book, “A Good Financial Advisor Will Tell You” and check out an article quoting him in Barron’s or The Wall Street Journal.

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2425 E. Camelback Rd, Suite 890B, Phoenix, AZ 85016

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(480) 272-7116

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