Case Study: Worst and Best Assets to Inherit

Estate Planning Attorney Arun Gupta joins Chief Investment Officer Troy Harmon, CFA, CVA, and Research Analyst Nick Antonucci, CVA, CEPA, to highlight some of the most difficult assets to leave to heirs, and why it is best to manage expectations about inheritance, ensuring heirs have realistic expectations about what they may receive.

Read the Article: https://www.henssler.com/from-treasure-to-burden-the-challenges-of-inheriting-material-wealth