Inheritance Services

What is an Inheritance Management Services?

When a person in your family or a close friend bequeaths their estate to you or others in their social circle, these assets are treated differently from other kinds of gifts or donations. Similarly, when you are working on your own estate, the method by which you plan to share your wealth with your descendants can greatly affect how easily and smoothly the process of disbursement can occur. For instance, depending on your location and the amount of your estate, there may be taxes, such as Inheritance taxes or Estate taxes, which impact how you choose to allocate your funds. The vehicles through which the money of an estate is invested, such as IRAs, CDs, or stocks, can also impact the process of liquidation and disbursement.

How Can Inheritance Services Help You and Your Family?

Receiving services from an inheritance financial advisor can be very helpful in maximizing the goals you can achieve with your estate as well as the rapid and painless disbursal of an estate. Your financial planner can help you decide how to construct your will, how to set up trusts, and how to allocate potential inheritance to your heirs. At the same time, a financial advisor can be very helpful when you come into an inheritance yourself, helping you navigate the instructions of the will accurately, as well as helping you find valuable vehicles for investing any inheritance you yourself receive.

Benefits of Engaging with Altus Wealth Group's Inheritance Financial Advisors

Altus Wealth Group prides itself on getting to know our clients and bringing our background and experience to bear fruit for our clients. Whether you are planning for the future or working through a plan for a recently received inheritance, Altus Wealth Group will pay attention to your complete financial picture and offer you the financial products that will help you move forward with confidence.

Let's Get Acquainted

We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.

Contact

  • Toll-Free:

    (888) 614-3577

  • E-Mail:
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Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC,
Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211
Purshe Kaplan Sterling Investments and Altus Wealth Group, LLC are not affiliated companies.
NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY.
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