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?

How Blue Tree Can Help You

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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Personalized, comprehensive financial planning based on your unique situation.

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Strategies to minimize taxes and optimize growth.

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Spending strategies to help you enjoy your wealth now and in the future.

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Estate planning to ensure that you are in control of your legacy.