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Investing > Financial Services > Investments > Life Events > Inheritance

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're just a phone call away.

Call 1-800-446-5073 to learn about:

  • Inherited IRA's
  • Annuities
  • Insurance proceeds
  • Inherited stock
  • TOD accounts
  • Brokerage accounts

Investments

What is your goal? A secure retirement? A lifetime income? College education for three? We know the many choices available and offer trusted guidance to help make sense of it all.

Get Started

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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Community Trust Bank and Community Trust Financial Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Community Trust Financial Services, and may also be employees of Community Trust Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Community Trust Bank or Community Trust Financial Services. Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or Any Other Government Agency
Not Bank Guaranteed
Not Bank Deposits or Obligations
May Lose Value

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

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