Generational wealth transfer is becoming a much more common thing these days as the Baby Boomer generation, once the largest group, was recently surpassed in size by the Millennials. Our next guest says that these transfers are increasingly coming down the pipeline in the form of trusts. And he has some suggestions if this happens to you. Mike Switzer interviews Chris Cabri, a certified financial planner with Wells Fargo Advisors in Greenwood, SC.
Three suggestions if you inherit a trust
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