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Inheritance

Although we do not want to plan for it, it is likely we will receive some kind of inheritance in our life.

  • It is important to understand how to manage inheritances coming from Real Estate, Nonqualified Assets, Qualified Assets and Collectibles.
  • Let us help you through this difficult time and incorporate your new situation into your financial plan.
Managing an Inheritance

Managing an Inheritance

A windfall from a loved one can be both rewarding and complicated.
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Understanding the Alternate Valuation Date

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
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