Do you need a financial advisor after getting an inheritance?

Four Questions to Ask About Your Inheritance

A financial advisor can help you put together a plan for how to strategically invest your inheritance. When you meet with an advisor, have an idea of how you ...

How to Manage an Inheritance: The Best Way to Spend, Save, and ...

A financial advisor can create a personalised plan for how to best utilise your inheritance. They can help you figure out how much you should save, how much you ...

What to Do With Investments You Inherit - Synovus

Before liquidating any inherited investments, and especially inherited retirement accounts, it's always wise to sit down with your tax advisor or financial ...

Do I Need a Financial Advisor? - SmartAsset

This type of expert advice can help you be sure you'll get to retire when you want. Financial advisors can also help you seek to maximize ...

How Can an Accountant and Financial Advisor Help With My Will?

Many clients work with a financial advisor and accountant when they put together their will. These trusted advisors add important input to the process.

Finance column: Are your heirs ready to receive an inheritance?

– In the popular imagination, receiving an inheritance always sounds like a good thing — after all, who doesn't want a financial windfall?

Utilize a Financial Advisor When Funding Your Living Trust

If this step hasn't been properly completed at the time of your death, your estate will probably trigger the probate cycle, trust or no trust – rendering ...

Do I Need an Estate Planner? A Financial Planner? Or Both?

This includes preparing wills and trusts to distribute your estate after your death. If your financial planner's role is to help you accumulate ...

Six Steps to Take if You've Inherited Money From a Loved One

... following advice from the financial experts of Kiplinger Advisor ... Below, they discuss the next steps you should take after inheriting money ...

Bogart Wealth: Financial Retirement Planning & Registered ...

When it's time to plan for retirement, transfer your wealth to the next generation, or investigate your best options, you should ask tough questions. We believe ...

Financial steps to take after the death of a parent, spouse or loved one

With the understanding of your overall financial goals and needs, your Ameriprise financial advisor will help you navigate the financial steps to take after the ...

What to do with an inheritance - Vanguard

By taking it one step at a time, you can use your inheritance to get closer to your financial goals. Assess your financial situation. Begin ...

Inheritance Tax & Estate Planning Advice - Evelyn Partners

Estate planning helps ensure that you have the money you need to live the life you want and to deal with the unexpected. It gives you the confidence to make ...

What to Do with an Inheritance - Suze Orman - Oprah.com

Suze explains what your priorities should be when you inherit money ... You should consult with your own financial advisor before making any major financial ...

Inherited and Legacy Wealth Management - Mercer Advisors

If you are anticipating wealth from an inheritance or have recently acquired one, consulting a wealth professional is vital for understanding how to optimize it ...

Planning for an Inheritance - 3 Helpful Tips - Moneta Group

I work with many people who want to begin planning for an inheritance – often millions of dollars – when a parent or loved one passes away.

Why Wait? Things You Need to Know About Giving an Inheritance ...

Taxes: When gifting money or assets to your children, there may be tax implications to consider, especially if the gifts are above the annual ...

15 Questions to Ask Your Financial Advisor Each Year | Ellevest

Making changes to a financial plan or estate plan might require the help of more than one kind of advisor, especially with potential future ...

5 Reasons Your Financial Advisor Should Review Your Will

Financial advisors can offer a different perspective about the legal terms in estate documents and what they will mean financially for you and those who ...

How to Invest and Plan Around a Windfall Inheritance

For example, if you have a retirement plan, than that inheritance money should go towards maximizing long term retirement savings such as an IRA or Roth IRA.