Inheritance Recipients
Marge's extensive background in estate taxation and administration has enabled her to provide valuable assistance to executors and heirs, helping them understand their financial situations and helping manage their inheritances. Based in Flemington, NJ, Marge serves clients throughout the United States.
Below are some helpful resources:
What To Do When You Receive an Inheritance
Receiving a large inheritance can be a bittersweet experience. You’ve lost someone close to you, but this person also believed that you would take their assets and honor their legacy long after they have passed. It’s important to remember that wisely managing an inheritance involves many new challenges and you need to be aware of them so you can make educated and informed decisions.
6 Things You Should Know If You Receive an Inheritance
Receiving a large inheritance can be life changing, especially if you are not used to having substantial wealth. Wisely managing an inheritance involves many new challenges and you need to be aware of them so you can make educated and informed decisions. This presentation provides guidance and wisdom to those who have received an inheritance and want to maximize its benefits.