Inheritance Planning

Many people who anticipate receiving a large inheritance – often millions of dollars – when a parent or loved one passes away are often unprepared for the process, including potential professional fees and the protracted legal process they may face before receiving any money.  

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Some people make irreversible decisions without an expert guide, which can significantly reduce their new wealth. At Moneta, the Hadary Team can guide you through optimizing this process to help ensure you make the right decisions to maximize your inheritance. We have advisors who specialize in financial transitions. 

You’d like to have enough wealth to live a life with no regrets – and yet, you may feel overwhelmed and confused about what to do next with your life and all the money. Which solutions are the right ones for you and your personal goals? How can you be sure you’ll be in the proper position for your life’s changes? 

Hasty decisions such as quitting your career and retiring early in anticipation of your big inheritance may jeopardize your financial well-being. Moreover, without proper tax planning and legal documents, the inheritance could still be tied up in probate court for several months, even years. 

Inheriting a large sum of money is often a once-in-a-lifetime experience, so most people need the guidance of a  CERTIFIED FINANCIAL PLANNER™ professional who creates a highly customized financial plan based on personal goals. It is common to have many questions about the potential possibilities for your future anticipated inheritance. With additional training as a  Certified Financial Transitionist®our team can guide you through the four most common stages of transition: Anticipation, Ending, Passage, and New Normal.

If you have questions or would like more information about a financial plan for your inheritance, feel free to contact me at the Hadary Team for guidance on sudden wealth. We are based in Denver, Colorado, and service clients nationwide. We offer a free consultation to discuss how a comprehensive financial plan can help enable your wealth to grow. 

As a fee-only comprehensive wealth advisor, I offer my clients the opportunity to have a family wealth meeting with all the heirs named in the estate documents. I prepare the agenda and I provide a color-coded visual flow chart that summarizes the flow assets.

For some families, we talk about assets being transferred; for other clients, we provide only a vague overview without numbers. I provide heirs with my team’s contact information in case of a medical event that would necessitate accessing medical or durable powers of attorney. 

Partnering with Moneta means working with a financial advisor who puts your needs first. As a fee-only firm, we never receive compensation for the products we recommend. Additionally, our 100% partner-owned structures ensures that outside private equity firms and corporate shareholders do not influence our suggestions. Our clients’ best interest is our top priority. Although we are backed by the resources and security of an established firm, we deliver personalized attention found at a smaller office.

Contact the Hadary team at Moneta to learn more about professional athlete wealth management and our other services.