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The features a site in this trade needs. Each one is working somewhere on this sample:

  1. Fiduciary statementFee-only and fiduciary are the words prospects scan for, so they sit in the strip at the top of every page.
  2. Published fee schedulePeople who book an introduction have already seen the number, which makes the first call about planning.
  3. Fee calculatorThe schedule becomes a dollar figure for the visitor's own assets, with no returns projection anywhere on the page.
  4. Who this is forPre-retirees, business owners, physicians and heirs each get a page, so the right prospect sees their situation named.
  5. Advisor credentials up frontCFP certification and years in practice sit on the team cards and the about page.
  6. A short introduction formThree fields and a 20-minute call. Nobody hands over their savings from a web form.
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Home / Services / Inherited wealth and trusts

Inherited wealth and trusts

Coordinating an inheritance, a trust and the tax rules that come with it.

Inheriting an IRA or a trust interest comes with deadlines, and the ten-year rule for inherited IRAs means timing the withdrawals matters. We map what you received, when it has to come out and how to spread the tax.

We work alongside trustees and estate attorneys and do not act as trustee ourselves. There is no rush to invest an inheritance, and we often suggest holding it in cash while you decide what you want it to do.

What is included

  • Inherited IRA ten-year withdrawal planning
  • Coordination with trustees and estate attorneys
  • Step-up in basis review on inherited property
  • Gifting and next-generation planning

Common questions

Do I have to decide anything right away?

Usually not. A few deadlines apply, like disclaiming an inheritance within nine months, and we flag those at the first meeting.

Can you speak with my siblings too?

Yes, with everyone's permission. Each of you keeps a separate relationship and separate accounts.

Also offered

Other services

Retirement planning

Included in the advisory fee

For people five years or less from retirement: income, drawdown order and taxes.

Investment management

0.90% on the first $1M

Diversified portfolios of low-cost funds, rebalanced and managed for taxes.

Planning for business owners

Included in the advisory fee

Exit planning, concentration risk and retirement plans for your company.

Questions before you book?

Or call (555) 010-6650.

Book an introduction
Call (555) 010-6650