Transition Planning For Inheritors
The Enrichment Group
Receiving an inheritance or life insurance proceeds can be quite overwhelming. The idea of receiving a large sum of money may seem exciting, but the reality can be much different. Typically someone close to you has passed away, so you might still be grieving. You might be pressured to share money with relatives, or sense that those around you have ulterior motives. You aren’t sure who to trust or what to do.
During this transition, it’s important to seek the advice of a trustworthy financial planning firm that specializes in financial transition planning for those who have received an inheritance. At the Enrichment Group, we want to guide you to make wise financial decisions that will protect not only your money, but also your future. That is why we offer financial planning services for inheritance situations, to help you manage your financial transition after receiving an inheritance.