Inherited Assets PC1215-Digital



Managing and Preserving Inherited Wealth

An inheritance can make a meaningful difference in your personal finances. Because it is often related to the loss of a loved one, it can be a very challenging time. It is imperative to realize it is not necessary to make any immediate decisions concerning the assets, unless it is for tax or legal purposes. When you are ready to consider how to use the inheritance your benefactor left you, you’ll have an excellent opportunity to further solidify your financial situation and lay the groundwork for what you can accomplish with it.

Wealth | Investments | Planning Commerce Trust Company

Made with FlippingBook flipbook maker