Receiving an inheritance 

Millennials and Gen X'ers are set to inherit large amounts of money in the near future. It’s important to consider:

  • What type of assets your inheriting
  • What the tax treatment of those assets are
  • When and how to distribute those assets
  • How to best utilize those assets

Our team can help you through this process and develop a plan as to how to use this money. We consider different options including:

  • Paying down/off debt
  • Saving for retirement
  • Using for college education
  • Fund charitable goals

Let us help you!

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Matt Jackson

Matt Jackson, CFP®

Vice President - Financial Advisor, Senior Portfolio Manager

480-609-4902
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