If you’re planning to leave your heirs any sort of inheritance, you’re already giving them a valuable financial leg up. However, if you want to help them even more, there are some assets that make much better inheritances than others.
“Thinking ahead, it’s a way to do your family some good by streamlining your accounts and simplifying what you own at death,” says Michael Romero, relationship manager at Argent Financial Group, a full-service wealth and trust management firm. “Otherwise, someone else is going to have to take care of the more complicated property when you die, and during a very emotional period too.”
Over the next 30 years, there will be a massive transfer of wealth from one generation to the next, a transfer that has already begun. The