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Receiving an inheritance or unexpected assets

These tips can help you feel prepared to manage an inheritance or unexpected new wealth.
Keep in mind:
  • Maximize your investments in an employer-sponsored retirement savings program
  • Set aside funds for your kids' college in tax-favored vehicles like 529 plans
  • Weigh potential returns earned from new wealth against the cost of carrying debt
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You have certain rights as a beneficiary. These tips can help you protect your interests.
The answer depends on your relationship to the deceased and other factors.
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Important disclosures

Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
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