Woodfield Inheritance Advisors
Although we have been working with those who receive and leave inheritances for as long as we have been in business, we found that having a sister company of Woodfield Inheritance Advisors will allow us to better make those people aware of the help they can get.
We help with:
- Inherited IRA accounts
- Inherited real estate
- Life insurance proceeds
- Navigating the large changes an inheritance can bring up.
- Reducing lifetime taxes
- Maintaining and transitioning generational wealth
Visit us here to learn more about the specialties we offer.