Inheritance

Managing end-of-life affairs is never easy. It combines emotional, business, family, personal and social issues in such a way that is exhausting and may not be the best time to make any major decisions. If you have received an inheritance, the best advice is to slow down and avoid quick decisions. The next best advice is to seek the guidance of a professional.

Find someone you trust, someone who has “been there before”, someone with the wisdom and experience to help you with both your inheritance and your own estate planning.

There are many items to consider, for example: 

  • The source of the funds
  • The taxation of the funds
  • Whether it is a probate asset or a non-probate asset
  • Certain IRS deadlines to meet
  • The practicality of retaining a lump-sum versus converting to income
  • And many more
And then there is you:
 
  • Your goals and dreams
  • Any short term needs
  • Your tax situation
  • Your investment experience
  • Your tolerance for risk
  • Your desire for income

This is a stressful time and you need a trusted partner. We've been there for others and we can help make sense of it all.

Contact us to find out more about: 

 

  • Inherited IRA’s
  • Annuities
  • Insurance Proceeds
  • Inherited Stock
  • TOD accounts
  • Brokerage Accounts