Financial Advisor Insights

What to Do After Receiving an Inheritance

If a loved one has passed and you're expecting to receive an inheritance, you may have a number of questions about the process; such as is an inheritance taxable and what to do after receiving an […]

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What Should You Do with a Windfall?

Wondering what to do with a windfall? Perhaps you have received an inheritance or experienced a liquidity event from company stock. Now you need to know how to use the proceeds to maximize the […]

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Does an Inheritance Go Through Probate?

What is probate and why should you try to avoid it? Whether an inheritance will go through probate or bypass the process will depend on the type of asset - not whether the decedent had a will. Having […]

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How is an Inheritance Taxed?

If you’re receiving an inheritance you may be wondering how it will be taxed. The answer will ultimately depend on a number of factors, such as the type of inheritance you are receiving (real estate, […]

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Financial Considerations After Inheriting a House

Inheriting a home, such as the family home or a vacation home can be emotional. As you begin to sort through the emotional and practical issues, you may initially be left with more questions than […]

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Is an Inheritance Taxable?

If you are about to receive an inheritance, you likely have some unanswered questions about the process and how an inheritance is taxed. This quick reference guide can help you get started in […]

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