My family inherited a small business and we're split on whether to use aggressive tax minimization strategies that our lawyer says are legal but feel ethically gray, especially since some of us work in public service.
More people experience this than they realize.
Family members must reconcile different professional ethics and personal values while making shared financial decisions about inherited wealth.
“Where Are You with Tax avoidance vs. tax evasion — ethics?”
Peri can explain why this happens, help you decide if this is the right situation for you, and point toward the right journey or coach.
If this sounds familiar, the Library can help you find the bigger picture.