When you inherit money, you need to know what to do.  You may have a concern about the potential taxes you are going to pay.  Perhaps, you are not sure if you should use it to pay off your debt.  We help you address these questions and more.

Price is quoted per hour.



  • Ensure you get the most money with a tax-efficient manner
  • Help you determine how to fund your lifestyle and future goals
  • Explore investment mix to achieve both growth and stability


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