Surviving a Spouse & Recent Inheritance

Receiving an inheritance often accompanies a highly emotional time. It may even create more financial stress than it relieves. You’ll never regret taking a little time to decide how to use your inheritance wisely. An inheritance can arrive in many forms. Before you make any major financial decisions, you may wish to talk over inheritance planning details with an attorney, a financial advisor, and tax professional.

The Path to Estate Wealth Management Success

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Understanding Your Inheritance

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What are your future goals?

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Preserving your wealth

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Inheritance and Insurance

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Planning your estate

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Charitable giving

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Get Help from a Trusted Inheritance Advisor

When your life and financial situation changes, working with a trusted inheritance advisor at Wade Financial Advisory can help you make informed financial decisions about your inheritance and help you plan for your goals and dreams.