Not Sure How To Divide An Inheritance Equally? Let Crescent Wealth Partners Guide You Through The Trenches.
We can help you through complex financial matters, including dividing an inheritance fairly. Nothing ignites family arguments like an inheritance. If you plan to leave money to more than a few beneficiaries, for the sake of peace and your own emotional legacy, know how to divide the proceeds fairly.
Planning doesn’t have to be overwhelming, but we understand it’s a process. Our process is a collaborative approach which develops customized solutions on your terms through 3 phases:
- Analysis: Reviewing your financial reality and identifying problems needing to be solved
- Solutions: Offering clarity of your financial reality and providing custom solutions to achieve your goals
- Implementation: Reviewing your goals and giving you access to experts throughout the entire process.
Beware of Taxes
Dividing an estate doesn’t need to trigger taxes. Don’t try to be the financial advisor of each beneficiary when you divvy the estate. Afterward, each beneficiary can decide financial and tax moves based on individual circumstances.
We make sure your wealth is protected for you and your beneficiaries.
We walk our clients through the process to ensure that your finances and assets are managed in the way that you determine. This is what makes us unique. We walk through the trenches with you, so you don’t have to do this alone.
Not Sure How To Divide An Inheritance Equally? Are you ready to start planning? Contact us today to find out how we can best serve you!
Let Crescent Wealth Partners help you design a financial plan that will consider your personal goals and give you peace of mind. Call us at (941) 923-3663 and don’t forget to download our free PDF to learn more about inheritance planning.