What Gen X and Millennials need to know about inheriting wealth wisely.

 

Make smart decisions about your inheritance from day one. 

Gen X or Millennials Checklist for Inheriting Money

Inheriting money can be overwhelming, whether you're receiving it in your 30s or your 50s. No matter what your inheritance looks like, BNC National Bank is here to help you navigate this important financial moment.

In our helpful Generational Wealth Checklist, you'll find:

  • The first three steps to take (and what to avoid) in your first 60 days
  • Guidance on assembling your financial team and finding the right advisor
  • Strategies for understanding your risk tolerance and investment options
  • Questions to ask before making any major financial decisions
  • And more!

Download your copy now!