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The Inheritor


After inheriting $4.1 million from her mother’s estate, an active and independent woman in her 60’s came to us for guidance. She wanted to honor her mother by being a good stewart of her inheritance.

She had received a taxable investment portfolio with over 100 equity and municipal bond positions. She also had several previously owned investment and retirement accounts dispersed between mutual fund companies and brokerage firms. She came to us with no idea how the performance had been or what her overall asset mix was and how to incorporate these new assets into her existing holdings and plan.

We were able to consolidate her accounts to create a clear picture of her investment summary and determine a tax efficient plan for liquidating the inherited stocks. After determining her risk tolerance, income, lifestyle needs and goals, we set her up with an appropriate investment mix to achieve both capital preservation, growth, and income. With the right diversification in place, and a knowledgeable, Trusted Independent Advisor to come to with questions, she was able to feel secure about her future.

We referred her to an estate attorney to draft a Trust and Healthcare Directive documents which were not in place. Her pursuits thereafter included remodeling her home, increasing her travel, and contributing more time and money to her charitable causes.