Financial Planning for those that have received an inheritance

An inheritance is beneficial from a financial perspective, but it often leads to additional financial questions and complexities. Some of the more common issues we help clients address when an inheritance is received are:


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

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