While working with a wealth advisor after receiving an inheritance is not a legal requirement, the complexity of the decisions involved — tax planning, investment deployment, retitling, estate plan coordination, inherited IRA distribution strategy — makes professional guidance highly valuable. Look for a fee-only fiduciary advisor who is legally obligated to act in your best interests and who has experience with inherited wealth, estate coordination, and tax-sensitive investment management. Mercer Advisors offers comprehensive financial planning that coordinates across investment management, tax planning, and estate strategy — contact us at merceradvisors.com to arrange a complimentary consultation.
We exist so you don’t have to worry about money. For more than 40 years, we’ve taken the sophisticated, time-tested approach that many ultra-high net worth individuals use to help manage their financial lives and made it accessible to more families.
