Recipients of Inheritance
You got the call from the attorney with the news you have received an inheritance. Now what?
Whether it was a complete surprise, or not, this is new wealth for you. You don’t want to make any mistakes, and need a plan on how to handle your windfall.
You may have a lot of questions on what to do with this new found wealth. For example,
- Should I pay off my mortgage, or other debt like equity lines, credit cards or student loans?
- How should I invest it to make sure it will provide a secure financial future for me? My kids?
- Should I make a charitable contribution in my loved ones name?
- Can I afford to buy that beach house I’ve always wanted?
I now have financial flexibility. What are my best options?
It is important to find an Advisor who has worked with people like you. We know to ask you the right questions, to help you make the best decisions with your inheritance. Creating and implementing a comprehensive Financial Plan will increase your chances of success.