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Inheritance

Receiving an inheritance, life insurance proceeds or other windfall can be quite overwhelming. At Aspire Planning Group, we want to guide you to make wise financial decisions that will protect not only your money, but also your future.

As a part of our financial planning services for inheritance, we will help answer your questions, like:

  • What should I do with my inheritance?
  • Will there be taxes due?
  • Should I spend, save, pay off debt or invest?
  • How can I protect my inheritance?
  • How should I deal with family members who want to share my inheritance?
  • Should I share this with my spouse or should I keep it separate?
  • Should I continue working or consider retirement?