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4min chapter
Time to Bring Assets Under Management?
Jill on Money with Jill Schlesinger
Navigating Inherited Wealth Management
This chapter explores strategies for effectively managing inherited wealth, including tax implications and the benefits of using donor advised funds. It underscores the importance of professional financial guidance in creating a robust plan that balances tax liabilities with philanthropic aspirations.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode