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6 of the Worst Assets to Inherit

December 31, 2022 – Mallon FitzPatrick was featured in MoneyTalksNews to discuss “6 of the Worst Assets to Inherit.” “Inheriting a share of a regular small business may be less than ideal. It can cause multiple problems, ranging from strained relationships if there are disagreements among family members about the future of the business to financial headaches if no formal succession plan is in place,” says FitzPatrick. Read the full piece here: https://bit.ly/3Cm5LkK  

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Filed Under: News Tagged With: financial planning, Mallon Fitzpatrick, wealth planning

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  • Who We Are
    • Our Story
    • Our Team
    • Our Board
  • What We Do
    • Our Four Pillars
    • – Independent Fiduciary
    • – Wealth Planning
    • – Investment Solutions
    • – Digital Solutions
    • Areas of Expertise
  • Insights
    • Thought Leadership
    • Weekly Commentary
  • News Room
  • For Advisors
  • Contact Us

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