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Investing an Inheritance

For Individual Investors

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.

 

Experience.

You Can Trust.

Since 1948, we’ve provided clients with comprehensive, unbiased advice relating to all aspects of their personal financial situations because we listen. We learn who you are. We see the future through your eyes.

Insight.

You Can Rely On.

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Hefren.com is sponsored by Hefren-Tillotson, Meticulous Wealth Management Since 1948. Hefren-Tillotson is headquartered in Pittsburgh, Pennslvania and has locations in Downtown Pittsburgh, Butler, Greensburg, Wexford and Southpointe in the South Hills. Our financial advisors and investment advisors offer full service, personalized financial planning and retirement planning. Our MASTERPLAN approach can help you plan for the future with a focus on asset management and portfolio management. If you’re looking for time-tested financial advice in the Pittsburgh area, Hefren-Tillotson financial planners are here to help. Securities offered by Hefren-Tillotson, Inc., member of FINRA and SIPC.