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The Villages Home Search Blog

Thursday, August 20, 2020   /   by The Villages Home Search

Passing on Financial Values to Your Heirs

You worked and saved for years, and now you can sit back satisfied with a job well done. You built a network of friends and colleagues, and you may have had children who have have families of their own. Will you leave something that lasts for the ones you love? Financial values!

The Best Inheritance? Knowledge and Values!
The best gift to leave your heirs isn’t a big pot of money. In fact, famously rich people like Warren Buffett and Bill Gates have said they aren’t going to leave their kids massive fortunes. As Buffett told Fortune magazine back in 1986, the perfect amount to leave your children is “enough money so that they would feel they could do anything, but not so much that they could do nothing.”
However, it is important to note that research suggests that IF you have passed along strong financial values, then your heirs have much less risk of being spoiled by any actual fortune.
The best inheritance is the set of financial values that teach respect for money. Or as the old sa ...

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