Deciding what to do with an inheritance should be a well planned decision. An inheritance can symbolize a life-changing event, surprise occurrence or take-on a much smaller significance. Whatever the situation is, an inheritance can provide an unexpected opportunity to pay-off debt, create an investment opportunity, or add to a retirement plan. Whatever your goal is, our four step process will place you in the right direction.
The first meeting is a discovery. Our team gets to know you and you in turn get to know us. We will answer your questions and you will get know our inheritance process.
From the information gathered in the Discovery, we prepare an Inheritance Analysis, obtain death certificates, heir's rights issues, and examine property assets that will be inherited. We share findings and propose inheritance plan options.
3. Action Plan
In the Action Plan, we work together to fine tune a plan. We prepare for any taxable events and schedule time to meet with our legal team to discuss probate and primary control issues.
With your inheritance plan in place, we meet regularly for reviews and continue to work towards growing/extending your inheritance, giving your inheritance the largest impact possible.