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Inheritance and windfall

Inheriting property or a large sum of money can be a mixed blessing. There are emotions, pressures, and choices to make. Besides the decision of how to best spend or save your newly found fortune, there can also be taxes and expenses that must be dealt with. You often find you are getting opposing advice from different people who are suddenly interested in helping with your finances.

Depending on how the money is received, there is a multitude of guidelines, options, and exceptions that can impact you and possibly your heirs. Professional financial planning is important when receiving a large amount of money through inheritance or windfall because each can present unique challenges that require specialized help.

We are happy to sit down with you for a Next Steps meeting and help you develop a plan. As licensed fiduciaries, we can take a non-biased look at all of the options and present them to you in a clear, concise manner so that you will be confident moving forward in a new financial direction.

“Inheriting Appreciated Assets”,

article by Joe Clark, CFP 10-16-20

Things To Consider When

Inheriting Appreciated Assets

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If you request a “Next Steps” meeting, we will discuss with you things you should do today, things to consider tomorrow, and if we choose to partner together… a written plan on what Financial Enhancement Group can do to help meet your goals.

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Important Update

Due to health and safety concerns for our families, friends and our team, we have made the difficult decision to temporarily close our offices in Lafayette, Brownsburg, Indianapolis and Anderson until January 4, 2021. Our team will remain available to you by phone and email to continue to offer you assistance with your service requests. Please do not hesitate to contact us with any questions you may have.

Questions? Give us a call at 1-800-928-4001.

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