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!
