Tag: early inheritance
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Can a Pair of Million-Dollar Dreams: Semi-Retire in Their 50s and Gift Early Inheritances of $250,000
Can a couple semi-retire in their mid-50s and gift early inheritances? Many families dream of achieving financial independence early and passing on meaningful wealth to their children. For Mark and Margaret, who immigrated to Canada two decades ago with modest means, the question isn’t just about saving more—it’s about balancing lifestyle, risk, and legacy. Could…
