Managing an Inheritance

Managing inherited money isn't as simple as depositing the check and picking some sure-fire investments.

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

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Jim Lorenzen, CFP®, AIF®

Jim Lorenzen is a CERTIFIED FINANCIAL PLANNER® professional and An Accredited Investment Fiduciary® in his 21st year of private practice as Founding Principal of The Independent Financial Group, a fee-based registered investment advisor. He is also licensed for insurance as an independent agent under California license 0C00742.  IFG helps specializes in crafting wealth design strategies around life goals by using a proven planning process coupled with a cost-conscious objective and non-conflicted risk management philosophy.

Opinions expressed are those of the author.  The Independent Financial Group does not provide legal or tax advice and nothing contained herein should be construed as securities or investment advice, nor an opinion regarding the appropriateness of any investment to the individual reader. The general information provided should not be acted upon without obtaining specific legal, tax, and investment advice from an appropriate licensed professional.

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Jim Lorenzen is a CERTIFIED FINANCIAL PLANNER® professional and An Accredited Investment Fiduciary® in his 21st year of private practice as Founding Principal of The Independent Financial Group, a fee-based registered investment advisor. He is also licensed for insurance as an independent agent under California license 0C00742.

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