You Received an Inheritance. Now What?

Younger generations are estimated to inherit as much as $70 trillion worth in wealth over the next 20 years. The questions are, what do you do with this money? How do you best honor the legacy of the inheritance while applying it in a way that aligns with your goals and values? Bill discusses what he's seen over his career of the five categories of adult children receiving an inheritance. He also shares how he reacted to his own inheritance. He walks though how he works with investing advisory clients who have received an inheritance. Anastasia shares a minor (minor!) spoiler for the Barbie (2023) movie. For questions, comments, or topics, you can email us at [email protected].