Making sound decisions if you have
Received an Inheritance
If you’re like most people who receive inheritances, you may have little experience in managing the newfound wealth — and you don’t want to make any mistakes.
Questions you may have:
Should I use it to pay off my mortgage?
Can I now afford to buy that vacation home?
How should I invest it to make sure it is going to provide me a secure financial future? Or a future for my children?
Should I use it to pay off my children’s college loans?
Can I make a large charitable contribution in my lost loved one’s name?
Now that I have some financial flexibility, what are my possibilities?
To make the best decisions in a complex situation, it’s important to work with advisors who have extensive experience in guiding people through inheritance planning.
At Meira, we have that expertise, we know the right questions to ask, and we will stand alongside you to help make the right choices.
We begin by guiding you through a disciplined, six-step process of creating a comprehensive financial plan. This plan will serve as your financial roadmap, illuminating the path as we carry it through to fruition, together.
Does this sound like you?
Does Your Estate Plan Still Reflect Your Life?
Life changes, families evolve, and priorities shift. Does your estate plan still capture your values, your legacy wishes and your assets? Take our estate planning assessment to consider whether your plan still reflects what matters to you and identify topics worth discussing with your advisors.
This interactive tool is provided for informational purposes only. Results are based on the information you provide and do not constitute personalized financial, investment, tax, or legal advice or a recommendation. Completing a tool does not establish an advisory relationship with Meira Wealth.
