Receiving a large inheritance is a life-changing event. However, it comes at a cost. Often, inheritance is paired with a deep sense of loss and grief. At Partington Wealth Management, we coordinate with your outside counsel and our in-house tax and estate planning team to handle the logistics of the wealth transfer so you can focus on you and your loved ones during this time of insecurity and mourning.
There are many ways to help structure this transfer of wealth while deferring taxes or mitigating possible estate and probate taxes. Ultimately, the goal is to safeguard you and your family’s financial well-being.