Aaron Katsman

Get Your Inherited Portfolio Suited To Your Needs

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Synopsis

Recipients of an inheritance often feel an emotional connection to the portfolio. Learn how you can move past these feelings and use your inheritance to secure your family's wealth. Securities offered through Portfolio Resources Group, Inc., Member FINRA, SIPC, MSRB, FSI. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.