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If you are the beneficiary of a loved one’s retirement or investment account, you will need to make decisions that can have a major impact on your financial future. But doing so while you’re grieving the loss of a family member may not be the best idea.
At Bulldog Financial, we understand that receiving an inheritance can be an emotional and overwhelming event. We help you make smart decisions so that no detail is overlooked. Some inheritances, such as a bank account and personal property, are straightforward. However, if you receive a retirement account, insurance policy, real restate or investments, you’ll want to work with a qualified advisor to execute an inheritance planning strategy. We’re here to help ensure your inherited assets are transferred in a tax-efficient manner.