Receiving an inheritance generally follows a great time of stress and emotional upheaval. In addition to losing someone close to you and your family, we understand it can be overwhelming to suddenly be responsible for making once in a lifetime financial decisions. We work with our clients to resolve the following:
- How do I want to use my inheritance?
- How should I invest my inheritance?
- Are there family needs that can be met with this inheritance, such as paying for college or paying off loans?
- Should we celebrate our loved one’s life by taking a special trip or making a donation in his or her honor?
We can serve as a sounding board and provide objective advice for these important questions.