Inheriting money can often help people reach their financial goals
sooner. Your decision to save, spend or pay-off debt will be unique
to your current stage in life.

Financial Planning Considerations:

What will you do with the funds?
Where should you direct your new money?
(i.e. Debt reduction versus new investments.)
What are the tax implications of your inheritance?
Will you donate a portion of your inheritance to charity?
What are the tax advantages of donating your money?
Have your insurance needs changed?
Do you have the optimal amount of life, health and liability
insurance in place?

When inheriting money you should weigh your options carefully. An inheritance requires a review of your current financial strategy. We
will provide a comprehensive overview of your finances including taxes,
net worth, cash flow, insurance, gifting, and estate planning strategies.

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