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Inheritor Financial Planning FAQs

We can help answer any inheritor financial questions you might have...

People coming into large amounts of money have special needs and concerns like these:

  • Do I take my inheritance (or prize) in cash or in kind?
  • What changes should I consider with my estate planning?
  • Part of my inheritance is in IRAs. How should I take them?
  • How much can I safely spend without depleting this windfall?
  • How can I protect my newfound wealth?