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Heirs of Sudden Money

Inheritances are a stressful matter, from the loss of a loved one to working with other family members to dealing with all the details. We help with all the details, and we do this with a gentle, caring nature, understanding the financial issues do not need to add to the emotional sadness. We explain what needs to be done, when it needs to be done, how to minimize taxes and maximize the inheritance, and how to process the steps of dividing the estate. Heirs appreciate our guidance on how to protect their inheritance and increase their long-term financial security.

Contact us at liz@bestpathadvisors.com or call us at 817-849-1375 to schedule a time to discuss your personal financial situation and how we can help you through all the details in a timely manner.