Need to Manage an Inheritance? Here’s Your Checklist!

Jim Lorenzen, CFP®, AIF®

For some, managing a large inheritance can be as daunting as winning the lottery; the windfall may sound good initially, but the money can disappear quickly if not managed properly.

What needs to be considered?  What needs to be done?  What comes first?  What’s been overlooked or forgotten?   Who should I be talking to and what should I ask?

Lots of questions…

Here are some answers.  As part of our IFG LifeGuides series, we’ve created a LifeGuide for Managing an Inheritance.  I hope you find it helpful.


Get Your Inheritance LifeGuide here!