People Who Have Received an Inheritance

An inheritance can be beneficial, but it can also increase the complexity of your financial situation and even change your financial direction.

We work with people who have recently received an inheritance or other windfall to help them determine how it affects their financial plan and goals.  We can help you understand:


  • The impact of the inheritance on your overall financial picture as well as your ability to meet—or revise—financial goals
  • How the assets received in the inheritance should be invested to ensure they are aligned with your overall financial plan
  • Your options for inherited real estate
  • The tax impact of the inheritance and whether any options exist to mitigate taxes

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