Receiving an inheritance 

Millennials 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!

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

*Required fields

Matt Jackson, CFP®

Financial Advisor

Email | |

Latest Insights

Federal Reserve building with dramatic lighting

Don’t fight (or fear) the Fed

Apr 18, 2024 | Atul Bhatia, CFA

The U.S. central bank is an incredibly powerful institution that can exert influence on essentially any U.S. dollar-denominated asset. However, we believe the Fed is also widely misunderstood.

Read more