Inherit Wealth, Not Woes
Press|29 Oct 2024
In the New York Times article discussing how to manage inherited wealth, Jason McGarraugh from BentOak Capital emphasizes the importance of creating a financial plan that aligns with personal values and goals. He notes that, “wealth can be a tool for positive change,” highlighting the need for responsible stewardship of financial resources to foster lasting impact. This perspective aligns with the article's focus on proactive wealth management strategies for beneficiaries.
Author: The New York Times, Publisher: Raymond James.
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