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Inheritance

Managing an Inheritance Amid Grief

Whether you’re expecting it or not, an inheritance is usually bittersweet. It can take a long time to work through the grieving process. You will likely miss your loved one for the rest of your life. However, it’s also true that life is for the living and your loved one would want you to use your inheritance to improve your life.

When you need to decide how to manage your inheritance, you may have questions including:

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Will I have to pay taxes on my inheritance?

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Are there any limits to what I can do with it?

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Should I pay down debt or save the money?

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Should I buy a new car or a new house?

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Should I pursue philanthropy to honor my loved one?

You may wonder how to integrate your inheritance with your other finances.  We’ve worked with many individuals and families in similar situations.

We can help you create the best possible path forward by analyzing your current situation to determine how to employ those resources. Frequently, an objective perspective can create new possibilities you might not have considered.