Inheritance
Inheriting a sizable sum of money while balancing the complex emotions that come with the loss of a loved one can be overwhelming. We provide inheritance planning that will help protect your new wealth. We help you understand income planning, tax implications and provide guidance on how to make the most impact with your inherited assets. We work in collaboration with estate attorneys and CPAs to ensure your financial plan is in line with what you value most, creating your own comprehensive legacy plan and tax-efficient investment strategy.
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