Transferring an inheritance to your children involves more than simply passing on assets. Without proper planning, the process can lead to confusion, financial mismanagement, or even unintended disputes among family members. By taking a strategic approach, you can help ensure your wealth is preserved and passed on with intention, clarity, and purpose.
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This information is designed to provide general information on the subjects covered; it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Hamilton Capital Advisors, LLC and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.
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