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Life stage: Retired

So should we spend the kid's inheritance on gelato?

Insights with Michael Kahric, a wealth adviser at Elston, our strategic wealth partner.

Learn more about the wealth topics you should focus on in retirement.

  • Managing generational wealth

  • Wills

  • What you'll do

  • Spend the inheritance?

Key takeaway

  • It's more than just taxation planning

If you need a sounding board, we're always here to talk and happy to help ensure you are heading in the right direction.

Anthony Mazza

Managing Director



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