#beneficiary Archives - Outlook Wealth Advisors

Inheritance, Will, Trust, Beneficiary, Heirs

Estate Planning Investments Taxes Wealth

5 Steps to Managing an Inheritance for High-Net-Worth Individuals

Receiving an inheritance brings with it a wide range of emotions—grief for the loved one you lost and eagerness or excitement for the sum you’re about to receive. But as…

Deena WatsonOctober 13, 2023

generational wealth, estate planning, family, multiple generations, wealth management, retirement planning

Estate Planning Investments Taxes Wealth

Generational Wealth Planning: A Guide to Growing and Protecting Your Wealth

It’s common for people to want to leave money behind for their children and family members after death. After spending years working to earn a living, people are proud to…

Deena WatsonNovember 18, 2022

inherited IRA, IRA, inheritance, beneficiary, taxes

Estate Planning Income Investments Taxes Wealth

You’ve Inherited an IRA. Now What?

You've Inherited an IRA, Now What? If you’ve been named a beneficiary or inherited an IRA, you’re likely facing some tough questions ⁠— what are the next steps and what…

Deena WatsonJanuary 27, 2022

#beneficiary

5 Steps to Managing an Inheritance for High-Net-Worth Individuals

Generational Wealth Planning: A Guide to Growing and Protecting Your Wealth

You’ve Inherited an IRA. Now What?

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