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Story summary
- Dave Ramsey, a personal finance expert, notes that about $68 trillion will be passed from Baby Boomers to heirs, and warns mismanagement could erode wealth.
- He advises taking time before decisions and suggests paying debts and donating to charity in honor of the deceased.
- Aaron Katsman, a financial professional, encourages using inheritance funds wisely—pay down mortgages or invest—while allowing some personal enjoyment based on the situation.
