inheritance

Advisor Upside

A Fair Inheritance Doesn’t Always Mean an Equal Inheritance

Photo by Getty Images via Unsplash

Inheritance can quickly create tension and dramatic infighting, especially when a client leaves more to one person than another.

2 min read

Photo by Getty Images via Unsplash

Advisor Upside

Live Fast and Leave Nothing Behind: Could Modern Medicine Dampen the Great Wealth Transfer?

People are not only living longer but healthier, possibly depleting any inheritance they planned to leave for their heirs.

2 min read
Photo by Yunus Tuğ via Unsplash

Advisor Upside

Can ‘Terror Management Theory’ Explain Inheritance Spending?

A new study finds inherited wealth is unlike any other windfall, being tied so closely to death.

2 min read

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