Building a Financial Legacy That Reflects Your Goals
Receiving an inheritance is a meaningful, sometimes overwhelming, event. It represents the legacy of a loved one and opens doors to new possibilities. Yet, managing an inheritance comes with unique challenges—from tax implications to investment decisions and legacy planning. At Voyager, we help inheritors like you make the most of your assets, guiding you in honoring your loved one’s legacy while building one of your own.
Common Challenges for Inheritors
- Navigating Complex Tax Implications: Inheritances can come with significant tax considerations, from estate taxes to income taxes on certain inherited assets. Proper planning can help mitigate these impacts.
- Investment and Wealth Management: Managing a large, unexpected sum can feel intimidating. You may need guidance in aligning these assets with your broader financial goals to help secure your long-term future.
- Legacy Planning and Philanthropy: Whether it’s supporting family, charitable giving, or creating a trust, you may wish to extend the legacy of your inheritance in a way that reflects your values.
- Emotionally Driven Decisions: Managing an inheritance can bring emotional stress and pressure to honor the wishes of a loved one. Making clear, confident decisions during this time can be challenging without professional guidance.
How Voyager Supports Inheritors
At Voyager, we provide clarity, guidance, and strategic planning so you can confidently manage your inheritance in a way that aligns with your values and goals.
- Strategic Tax Planning: Our team helps you understand and navigate the tax impacts of your inheritance, from estate taxes to capital gains, helping to ensure that you preserve as much of your wealth as possible.
- Goal-Aligned Investment Strategies: We work with you to design a customized investment plan, aligning your inheritance with your long-term financial goals, such as retirement, family needs, or homeownership.
- Philanthropy and Legacy Planning: Whether you’re interested in charitable giving, creating a foundation, or establishing trusts, we help you build a legacy that honors both your loved one’s intentions and your personal vision.
- Emotional and Financial Support: Our team provides compassionate, thoughtful guidance, allowing you to make decisions that are both financially sound and personally meaningful, without feeling rushed.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
Investing involves risk and you may incur a profit or loss regardless of strategy selected. Be sure to contact a qualified professional regarding your particular situation before making any investment or withdrawal decision.
