Inheritance Management

By developing a financial/investment plan and an estate plan, you may be able to help protect your inheritance.  In addition to preserving your inheritance and wealth, an estate plan seeks to protect your loved ones from excessive taxes, ambiguity, and privacy issues.

The form in which the inheritance is received can vary significantly and may often impact how and when the money can be deployed. Depending on the nature of the assets inherited, there may also be tax or liquidity issues to deal with.