^InheritanceWhat to Do (and Not Do) After an Inheritance or Windfall

"When my aunt passed away suddenly and shockingly, I was completely overwhelmed dealing with her estate. Anna was delightful, patient, and comforting, and Greg — knowing my life and values — helped me make the best decisions. That kind of support is invaluable when you're dealing with something intimidating and scary. They didn't just focus on the current and the future; they helped me understand why my aunt did things a certain way and helped me determine what I should do. In addition to guidance, Greg helped connect us with a lawyer to get an updated will in place. As difficult as it is to ask for help in a vulnerable moment, these are safe people — I never worried about trust, or if they would try to sell me something.”
— Anne C.

“This year, Cherie's father passed away, and we came into a bit of an inheritance. We went straight to Greg for guidance on what to do with it, and we still revisit that plan every year — it's part of how we're able to travel the way we do now.”
— Bob & Cherie G.

"After I was downsized from my job, we moved from Connecticut to be closer to family on the Cape. Within a few years, my dad died and my mom went into assisted living. I inherited some money and was terrified about how I'd manage it — and the taxes that came with it. That's when we got the referral to Greg. He gave us focus and a real method for dealing with money, put a roadmap in place, and took the time to understand our comfort with risk before we ever set up an investment together.”
— Susan O.

"We had already prepared our estate planning; and Greg helped us design a roadmap we could comfortably follow on a day-to-day basis but also with planning for the future knowing we may be in line for an inheritance. When the inheritance came through, we gave a portion of the proceeds to Greg to invest. Later, after my mother passed, we sold her house — and between the appraisal we had previously obtained and the planning Greg had already helped us put in place; coupled with Greg's referral to a trust tax accountant, we ended up with a tax credit for future use. It all worked out better than we could have expected."                                                  — Brett & Dana V.

Free Guide - Managing an Inheritance

A clear-headed guide to the first decisions that matter — and the common mistakes worth avoiding — after a sudden financial change

More Ways to Get Informed

●      What Will You Do with Your Inheritance or Windfall?

●      And the Executor is

●      White Elephant Inheritance

●      Problems with Probate

●      Follow Cambridge Cape Cod Advisors on social for ongoing insight