Making sound decisions if you have

Received an Inheritance

If you’re like most people who receive inheritances, you may have little experience in managing the newfound wealth — and you don’t want to make any mistakes.

Questions you may have:

Should I use it to pay off my mortgage?
Can I now afford to buy that vacation home?
How should I invest it to make sure it is going to provide me a secure financial future? Or a future for my children?
Should I use it to pay off my children’s college loans?
Can I make a large charitable contribution in my lost loved one’s name?
Now that I have some financial flexibility, what are my possibilities?
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Click here to see a sample of our tax scenario analysis resource

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To make the best decisions in a complex situation, it’s important to work with advisors who have extensive experience in guiding people through inheritance planning.

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At Meira, we have that expertise, we know the right questions to ask, and we will stand alongside you to help make the right choices.

We begin by guiding you through a disciplined, six-step process of creating a comprehensive financial plan. This plan will serve as your financial roadmap, illuminating the path as we carry it through to fruition, together.

Does this sound like you?

Let's talk

Navigating life together.

Building Wealth

Enjoying Retirement

Ready to Retire

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Life/Relationship Change

Sudden Wealth

Received an Inheritance

Fully.

Happily.

Comfortably.

We're committed partners, working alongside our clients to illuminate possibilities, create a financial roadmap, and help them pursue a quality life, reimagined.

Let's talk