We can help provide you with immediate clarity on how to protect and grow your inheritance.
‘We help people manage their inheritance money’
Clients who have inherited money come to us looking for immediate clarity into what they have and a clear plan on how to preserve and manage their wealth going forward. There are many legal, financial, and tax implications surrounding an inheritance that we can help you address. We work closely with our client’s other tax and legal advisors, or if they don’t have other advisors, we can help them build their team and make sure all of the issues have been addressed.
PRESERVE YOUR INHERITACE WEALTH
Added wealth can come with additional tax, insurance and estate planning implications. A financial advisor can help you decide what may be relevant to your situation.
I just inherited money – NOW WHAT?
With years of experience giving inheritance guidance, here are the questions we answer most:
- Will the money I receive from the inheritance affect my taxes?
- I’m getting the inheritance in a trust. Does this mean I can’t use it how I want?
- The inheritance trust requires a co-trustee. What is their role?
- How can I best integrate this new money into my existing assets?
- How much of my inheritance can I afford to give?
- Should I tell my kids about the inheritance, and if so, how much should they know?
- What is the best way to invest the inheritance?
- How do I leave enough assets to my kids that they can do anything, but not so much they can do nothing?
- Do I have enough money to quit my job, buy a new house, move after now that I have a large inheritance?