There are a number of challenges that come with managing inherited money. Maybe this Life Guide will help.
This Life Guide will help you sort through the maze of issues you’ll face.
You’ll also need to establish, if you haven’t done so already, a financial plan that takes into account not only how to locate assets for future growth, but how to locate them in a manner that’s both tax efficient and inflation protected.
Also, don’t assume what made sense for the deceased will automatically make sense for you.
There’s a lot to consider. You can access your inheritance Life Guide here.
Enjoy!
Jim
