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Protect My Wealth

Managing Your Inheritance

Inheriting assets from a loved one can be a significant financial windfall. However, with great inheritance comes great responsibility. Without proper financial planning, it can be easy to overspend or mismanage your newfound wealth. That's why our team can help you protect your inheritance through tax-smart financial planning. By creating a solid financial plan, you can make the most of your inheritance, secure your financial future, and pass on your wealth to future generations.

Protect My Wealth

Protect My Wealth

Here are some common questions you may have:

  • How can I make the most of my inheritance or windfall?
  • Will I have enough money to last my lifetime?
  • How can I easily withdraw income from my assets?
  • How do I minimize my tax liability?
  • When should I begin taking Social Security?
  • How quickly do I need to make decisions?
  • What will happen to my portfolio in the event of a recession?
  • Could an inheritance or large lump sum impact my own estate plan?

Our tax and financial planning firm, based in Maryland, specializes in helping individuals and families navigate financial windfalls or inheritance.

At Rowhouse Financial Partners, we work alongside you to develop a strategic financial plan if life presents you with a windfall so you can seize the opportunity it presents. Our experienced professionals can help you maximize your money and work toward your highest-priority financial goals while tracking your progress for years to come.

How we can help:

  • Providing detailed tax-intelligent recommendations to help you optimize your inheritance.
  • Creating a cash flow plan for you and your family that incorporates your income and expenses.
  • Reviewing and adjusting your investment allocations to support your evolving risk and return needs.
  • Incorporating your lifestyle goals into your budget to help you achieve your desired lifestyle.
  • Conducting periodic reviews of your plan to discuss any life or goal changes.
  • Partnering with you to understand and solidify your legacy wishes.

Learn how we can work together to help you maximize your money for the long term.

Work Together
Tax & Accounting

Tax & Accounting

Incorporate tax services into your financial plan to help minimize your tax liability and maximize your savings.

Financial Planning

Financial Planning

Personalized financial planning services to help you strive for your unique financial goals. Our team will be there every step of the way to guide you through.

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