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Inheritance Management

If you find yourself with a lump sum inheritance or other windfall, our advisors can help you identify options and select a course of action. We will help you manage and reinvest inheritances to preserve and extend the gifts your loved ones worked so hard to leave for you.

When handled properly, with clear strategies for preservation and tax-efficiency, inheritances can become gifts that keep on giving. We can help you understand and use the approach that works best for your situation.