RECEIVING AN INHERITANCE CAN BE BOTH AN EMOTIONALLY CHALLENGING AND LIFE-CHANGING EVENT.
Most inheritances, regardless of their size, quickly dwindle and are gone forever. Many beneficiaries look back and realize that a life-altering opportunity was lost. The failure to preserve an inheritance is from a lack of planning, not bad intent. MBM Wealth Consultants believes the key to success begins long before an inheritance happens. We facilitate family meetings to explain and educate future beneficiaries so that the foundation for success is in place when it is time to receive the inheritance.
If you receive an unplanned inheritance, what you do with the assets may not be totally clear. The MBM team can help resolve a lot of the questions surrounding inheritance and will work closely with you to assess your current situation and future goals to design a custom-tailored financial plan. Whether you want to pay down debt, create a supplemental income, provide for the next generation, or adjust your retirement date, MBM will offer a personalized solution that answers your questions surrounding the inheritance.