Receiving An inheritance

 

 

Receiving an inheritance can have a substantial impact on your finances.  Considerations include choosing the best income option from life insurance proceeds, understanding the will or trust of the deceased, possible tax implications, and how best to allocate and invest what you receive.

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Decisions like these are best viewed through the context and entirety of your personal financial plan, rather than as an isolated decision. 

 

We can help by explaining all of your options and by exposing any potentially unforeseen consequences. Counseling with our team of professionals is free and will help make sense of all of your options.  We can visit with you over the phone, at our offices, or at your home.  Just click here to schedule a free appointment.