Financial Literacy Gifts + Estate Planning

Did You Recently Receive an Inheritance? 4 Steps to Take Next

BY Spectrum Wealth Management | Sep 27, 2021

There is more to receiving an inheritance than meets the eye.  It can be difficult to know what to do, especially if you were gifted multiple assets in addition to money.  Not only will you need to deal with any tax implications, but you’ll also need a solid financial plan.  In addition to consulting with a financial advisor or wealth planner, here are four steps we recommend to consider taking after receiving an inheritance.

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