Live Webinar

May 20, 2026 | 1:00 PM Central

Receiving an inheritance can introduce a range of financial, tax, and planning considerations. Before making decisions, it may be helpful to take time to reflect on your priorities and understand the potential implications of different choices. This webinar is intended to provide an educational overview of key topics to consider when navigating an inheritance and the planning decisions that often follow.

Join Director of Wealth Transfer Dom Parillo and financial advisor Michael Goldstein for a discussion that will cover general concepts and commonly raised questions related to inheriting assets, including:

Income, estate, and gift tax considerations
Trust establishment and funding considerations for asset protection
General approaches to managing and investing inherited assets
Debt management strategies
Estate planning considerations related to multigenerational planning
Common pitfalls to avoid

While all are welcome to attend our webinars, this event is designed for individuals who have at least $1M+ in their inheritance. Our presenters typically speak with that in mind.

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