Schedule your free Exploratory phone call

Click here to see how we
can be of assistance.

Careers/Open Positions

Explore all available job
listings and become a part of an amazing team.

Our Social Media

Connect with us on Social Media using the following buttons:

Visit our Podcasts

Listen in, Join the Conversation!

Recent Posts
How Financial Frictions Hinder Innovations

A recent study co-authored by Wharton’s Thomas Winberry reveals that financially constrained firms face a ...

The post How Financial Frictions Hinder Innovations first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
5 Budgeting Myths That Stop People from Saving

Budgeting is crucial for managing your money well. However, many people avoid it because they ...

The post 5 Budgeting Myths That Stop People from Saving first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more

Preparing for the Transition of Inheriting Wealth

May 13, 2022

Inheriting wealth is an exciting opportunity but it also presents just as many questions that can be difficult for the beneficiary to work through. Whether you’ve known about the inheritance for a long time or experienced something unexpected, this can be life-changing.

And you might experience some high anxiety as you think about how best to protect this money. You might be asking questions such as does this change my life? How does it change my life? What are the first things I should do to protect this wealth and my own interests? These existential questions can also be worked through with the support of an experienced financial professional.

Research from the Bureau of Labor Statistics shows that inherited wealth has accounted for up to 20 to 50% of overall household wealth accumulation in the United States. The highest wealth transfer years are currently happening and ahead of us as baby boomers get older.

However, a U.S. Trust survey also found that 78% of respondents who were high net worth individuals felt that the next generation was not financially savvy or responsible enough to be prepared to receive an inheritance. This makes it even more important to think about the goals that you intend to achieve with your estate planning and financial strategies and how you can accomplish these by working with the right financial planner and strategist.

Contact our offices today to learn more about how we can help you with these challenges and more. We’re here to support you if you’re readying to transfer wealth or receive it.


Practice Areas:



Schedule your free Exploratory phone call

Click here to see how we
can be of assistance.

Careers/Open Positions

Explore all available job
listings and become a part of an amazing team.

Our Social Media

Connect with us on Social Media using the following buttons:

Visit our Podcasts

Listen in, Join the Conversation!

Recent Posts
How Financial Frictions Hinder Innovations

A recent study co-authored by Wharton’s Thomas Winberry reveals that financially constrained firms face a ...

The post How Financial Frictions Hinder Innovations first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
5 Budgeting Myths That Stop People from Saving

Budgeting is crucial for managing your money well. However, many people avoid it because they ...

The post 5 Budgeting Myths That Stop People from Saving first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more