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 Insurance Deductibles Work

An insurance deductible is the amount you, the insured, pay before any claim is paid ...

The post How Insurance Deductibles Work first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Enhancing Estate Planning through Heir Involvement

Estate planning goes beyond legal formalities; it’s an essential process that facilitates meaningful family dialogue ...

The post Enhancing Estate Planning through Heir Involvement first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Social Security, Medicare, and HSAs

If your employer health plan is a health savings account (HSA) paired with a high-deductible ...

The post Social Security, Medicare, and HSAs first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more

What Should You Consider When Passing On a Big Inheritance?

October 23, 2019

Even though receiving inheritance might seem like a welcome windfall for people in your family, there are some setbacks associated with receiving a substantial inheritance.

Every year it’s estimated that over 1.7 million American households receive some form of an inheritance. However, within just a couple of years following that windfall, nearly three-quarters of beneficiaries have lost that inheritance, and more than one-third of all inheritors who recently responded to a study stated that there has been a decline in their wealth or no change at all in their wealth after inheriting assets or money.

Inheritances can come with strings attached, especially depending on the type of asset. Some of the setbacks faced by beneficiaries when inheriting property, investments and cash can include:

  • Family conflicts
  • Unexpected tax consequences
  • Unplanned impact on government benefits

Considering all of these issues is an important step for anyone engaged in the process of putting together their own estate planning. Schedule a consultation today with an experienced estate planning lawyer to discuss which, if any, of the above listed challenges could potentially impact your family, and the planning strategies and tools you can use to address that.       


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 Insurance Deductibles Work

An insurance deductible is the amount you, the insured, pay before any claim is paid ...

The post How Insurance Deductibles Work first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Enhancing Estate Planning through Heir Involvement

Estate planning goes beyond legal formalities; it’s an essential process that facilitates meaningful family dialogue ...

The post Enhancing Estate Planning through Heir Involvement first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Social Security, Medicare, and HSAs

If your employer health plan is a health savings account (HSA) paired with a high-deductible ...

The post Social Security, Medicare, and HSAs first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more