Inheriting Wealth and Charitable Giving

Your life has undoubtedly changed. You may be coping with the loss of a loved one or maybe you knew this day would come.

Either way, WrapManager is one of the many resources you can turn to. We’ll help you address any financial and lifestyle issues:

  • Does your lifestyle need to change? Will you keep your job?
  • How do you manage your new wealth?
  • What’s always been your dream?
  • How should you utilize your wealth to achieve your goals?
  • Are there tax implications and advantages of charitable giving?

You have a new economic status and possibilities. Our suggestion is to embrace it. Take a deep breath, envision your future and let’s carefully plan a course of action.

WrapManager can help you identify your goals, and analyze the probability of reaching them.

Retirement Plan Strategy

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