Investing an Inheritance
Strategic management of inheritance investments
While coming into an inheritance is often portrayed as a dream come true, the facts are often quite different. For many investors, the sudden arrival of a sizable lump-sum of funds can be overwhelming. It also may transport the recipient into new worlds of inheritance tax and legal responsibility.
We provide trusted, expert inheritance planning and guidance that will help you protect your inheritance, and put it to work for you.
The MASTERPLAN® process will help you determine how your inheritance can best launch your financial planning efforts or how it can be integrated into existing savings plans.
Either way, our team of advisors - including financial and legal experts - can implement the strategies you need to make the most of your inheritance. After all, it’s your money now. Let us help you do something great with it.