Setting expectations on an inheritance

By Magnolia MC
April 9, 2025

Tracey Lundell of Harbourfront Wealth Management states that financial advisors should emphasize the importance of early and clear communication regarding inheritance plans to prevent family disputes. She discusses strategies such as giving living gifts, involving heirs in discussions, and consulting professionals for estate planning. Her insights highlight that proactive conversations can lead to smoother wealth transitions and preserve family harmony.

Read the full article on Advisor.ca

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