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Inheriting property or a large sum of money can be a mixed blessing. There are emotions, pressures, and choices to make. Besides the decision of how to best spend or save your newly found fortune, there can also be taxes and expenses that must be dealt with. You often find you are getting opposing advice from different people who are suddenly interested in helping with your finances.
Depending on how the money is received, there is a multitude of guidelines, options, and exceptions that can impact you and possibly your heirs. Professional financial planning is important when receiving a large amount of money through inheritance or windfall because each can present unique challenges that require specialized help.
We are happy to sit down with you for a Next Steps meeting and help you develop a plan. As licensed fiduciaries, we can take a non-biased look at all of the options and present them to you in a clear, concise manner so that you will be confident moving forward in a new financial direction.
Consider This Program snippet:
Inheriting IRA's
“Inheriting Appreciated Assets”,
article by Joe Clark, CFP 10-16-20
Consider This Program snippet:
Inheritng Property
Things To Consider When
Inheriting Appreciated Assets
Financial Enhancement Group is an SEC Registered Investment Advisor. Securities offered through World Equity Group, Inc. Member FINRA/SIPC. Advisory services can be provided by Financial Enhancement Group (FEG) or World Equity Group. FEG and World Equity Group are separately owned and operated.
Wealth Management & Financial Planning
If you request a “Next Steps” meeting, we will discuss with you things you should do today, things to consider tomorrow, and if we choose to partner together… a written plan on what Financial Enhancement Group can do to help meet your goals.
The FEG team regularly shares pertinent financial information to help educate our friends and families on what’s happening in the market, as well as information on financial planning. Fill out the form below to be added to our list for distribution.
