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Whitepaper

Managing your inheritance

An easy-to-understand introduction for younger generations

People can become wealthy in a variety of ways such as running a successful business or making smart investments. And, some people inherit wealth from older generations. Many young adults who have inherited (or will inherit) wealth may be looking to expand their financial literacy. After all, wealth can be a complicated topic – and figuring out what to do with it can be an overwhelming experience. We can help.

Managing your inheritance

Baker Tilly and Baker Tilly Wealth Management professionals created the e-book “Managing your inheritance: an easy-to-understand introduction for younger generations” to answer typical questions related to wealth, provide guidance and simplify the daunting task of managing your money.

Download the e-book to learn best practices related to:

  • Taxes
  • Trusts and estates
  • Investing
  • Retirement accounts
  • Saving and smart spending
  • Safety and security
  • And more!

The information provided here is of a general nature and is not intended to address the specific circumstances of any individual or entity. In specific circumstances, the services of a professional should be sought. Tax information, if any, contained in this communication was not intended or written to be used by any person for the purpose of avoiding penalties, nor should such information be construed as an opinion upon which any person may rely. The intended recipients of this communication and any attachments are not subject to any limitation on the disclosure of the tax treatment or tax structure of any transaction or matter that is the subject of this communication and any attachments.

Baker Tilly Wealth Management, LLC (BTWM) is a registered investment advisor. BTWM does not provide tax or legal advice. BTWM is not an attorney. Estate planning can involve a complex web of tax rules and regulations. Consider consulting a tax or legal professional about your particular circumstances before implementing any tax or legal strategy. The information provided here is of a general nature and is not intended to address the specific circumstances of any individual or entity. In specific circumstances, the services of a professional should be sought. Securities, when offered, and transaction advisory services are offered through Baker Tilly Capital, LLC, Member FINRA and SIPC; Office of Supervisory Jurisdiction located at 4807 Innovate Ln., Madison, WI 53718; phone: +1 (800) 362 7301. Baker Tilly Wealth Management, LLC and Baker Tilly Capital, LLC are controlled by Baker Tilly US, LLP. Baker Tilly US, LLP, is an independently owned and managed member of Baker Tilly International. © 2022 Baker Tilly Wealth Management, LLC

Faiez Ahmed
Senior Advisor, Wealth
Duncan Campbell
Partner
Chris Cox
Senior Advisor, Wealth
Michael Dellisant
Senior Advisor, Wealth
William Grady
Director
Jaime K. Lawson
Partner
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