Assisting new heirs with new wealth
As a new heir, you are likely facing some challenging and confusing choices. While grieving the loss of your loved one, you are also trying to determine the best course of action for handling your inheritance. Be advised that there are methods designed to help mitigate being overly or wrongfully taxed for your newfound wealth.
The advisors at Gagne Wealth Management Group have extensive experience assisting new heirs in transferring new wealth into their own account after the death of a loved one. There is absolutely no charge for this process, and we can assist you with gathering the scattered assets from all the places they may be – be it banks, stock certificates, CDs and so forth. Our process contemplates the best course of action for your particular situation and may help reduce estate taxes payable upon inheritance.
Our financial product availability is one of the most expansive in the industry. Our product offerings include stocks, bonds, mutual funds, managed accounts, insurance, annuities, and other various product solutions to help meet your particular retirement needs.
Please visit our Investment Services & Solutions page to learn more about our wide range of offered investment solutions.
Contact us now for a complimentary, no-obligation financial consultation. Simply visit our Get In Touch page or call us toll-free at 866.461.7673.
Products, terms and conditions subject to change. Subject to standard credit criteria. Property insurance required. Flood insurance required if property is located in a designated flood zone of "A" or "V." Call Raymond James Bank for rates and other information.
Raymond James & Associates, Inc. and Raymond James Financial Services, Inc. are affiliated with Raymond James Bank, N.A. Unless otherwise specified, products purchased from or held at Raymond James & Associates or Raymond James Financial Services are not insured by the FDIC, are not deposits or other obligations of Raymond James Bank, are not guaranteed by Raymond James Bank and are subject to investment risks, including possible loss of the principal invested.
