Strategic Management of Inheritance Investments
For investors who receive inheritance funds, the sudden arrival of a sizable lump sum of funds can be overwhelming, often taking the recipient into new worlds of taxation and legal responsibility. At Hefren-Tillotson, we provide expert guidance that will help you protect your inheritance—and put it to work for you.
Through MASTERPLAN, we can help you determine how the inheritance can launch your financial planning efforts or become integrated with your existing savings plans. Our team of advisors—including financial and legal experts—implement strategies that minimize your tax responsibility and position your investment assets for future growth.