- What is an Inherited IRA?
- What records do I need to gather and review?
- What are the legal and tax issues associated with settling an estate?
- Will my inheritance go through probate?
- Will I pay taxes on my inheritance?
- Are there any special restrictions or requirements after I receive inherited assets?
Losing a loved one can be difficult… Understanding your options and getting organized can be important first steps
At Mink Wealth Management, we’re all about helping you make wise financial decisions. Whether managing your inheritance or other areas of your financial picture, bring your challenges to us.
How we can help you:
- Uncover important inheritance tax considerations.
- Understand the special restrictions or requirements involved with some inherited assets.
- If named, discover the role of executor and its various responsibilities, including managing the affairs and settling the estate.
- Learn about your choices for inherited IRA’s.
- Develop a plan to protect and sustain your loved one’s legacy long after he or she has passed.
We’re here to help. Schedule a call today!
Just a brief 20-minute phone call can set you on track towards achieving your inheritance goals, no matter what phase you are in.