Managing An Inheritance

Managing an inheritance

You are fortunate enough to have a family member or loved one bless you with significant wealth. Beyond gratefulness, what next? How can you incorporate your windfall into your life in a way that reflects your values and helps you preserve your wealth for the rest of your life, and possibly the next generation? How do you manage the complexity of an inheritance that may be in multiple asset classes like real estate, retirement accounts, appreciated stock in a tax efficient way?

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We are here to help you explore the possibilities now available to you and envision your personal financial goals for the future.

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Blue Tree Financial, LLC (“BTF”) is a registered investment advisor offering advisory services in the State of Florida and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by BTF in the rendering of personalized investment advice for compensation shall not be made without first complying with jurisdiction requirements or pursuant to applicable state exemptions. All written content on this site is for information purposes only. Opinions expressed herein are solely those of BTF, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

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Managing An Inheritance