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Receiving an inheritance can feel like a double-edged sword, especially when it arrives amidst the grief of losing a loved one. During such a emotionally challenging period, it's tough to navigate the responsibilities that come with managing the bequest.
From wanting to honor the legacy with prudent choices to addressing tax implications, there's much to contemplate and prepare for in these circumstances.
We aim to assist by addressing all your inquiries. Some common questions include: "How does this alter my current financial situation?" "Does this accelerate my retirement plans?" "How can I minimize tax burdens?" "Are there any new laws affecting me?"
We have answers to these questions and many more. Making wise decisions upon inheriting assets is crucial, as there's often no opportunity for a second chance. Let us guide you to avoid remorse, make informed choices, and retain more of your inheritance for your desired pursuits and goals.
Miles Brown Asset Management, llc.
700 Larkspur Landing Circle Suite 199, Larkspur, California 94939
Daniel Brown is a registered representative with, and securities and advisory services offered through, LPL Financial, Member FINRA/SIPC.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
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