Three Stress-Free Models…
We’ll help you figure out which model is best for you and automatically update it as you move through the inheritance process.
…With Uncompromised Features
How We Can Help You:
Uncover important inheritance tax considerations. Understand the special restrictions or requirements involved with some inherited assets. Discover the role of an executor and the various responsibilities, including managing the affairs and settling the estate. Learn about your choices for inherited IRA’s. Develop a plan to protect and sustain your loved one’s legacy long after he or she has passed.Get Started
What is an Inherited IRA? What records do I need to gather and review? What are the legal and tax issues associated with settling an estate? Will my inheritance go through probate? Will I pay taxes on my inheritance? Are there any special restrictions or requirements after I receive inherited assets?