Receiving a large sum of money, whether from an inheritance, lottery, or other source, can be both a blessing and a challenge. Proper planning can help you make the most of this opportunity without jeopardizing your financial stability.
Windfall & Inheritance
Tax Implications of Inheritance
Inheritances often come with tax considerations that can be complex. A financial advisor can guide you through estate taxes, income taxes, and other relevant tax issues.
For those interested in charitable giving or gifting to family members, a windfall provides the resources to make a significant impact. An advisor can help you explore these options in a tax-efficient manner.
Philanthropy and Gifting
Resources for Windfall & Inheritance
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