Inheritance

When giving stays within the family.

Decisions surrounding the timing and procedures for inheritances are naturally a common point of discussion. Is it best to wait until the recipient is a certain age? How do you ensure the proceeds will be spent in an organized and prudent manner? Does it make sense to begin distributing funds to children and grandchildren while you’re still alive?

Your Essex advisor can offer valuable perspectives on a host of questions. We can also guide you, in cases where inheritance amounts are substantial, on how to encourage the personal and social values to extend your family’s philanthropic legacy.

Contact

860-767-4300

Highlights

Michael LaRiviere earns Certified Financial Planner Designation

Michael LaRiviere earns Certified Financial Planner Designation
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David LaMay's Legacy of Giving

A life-long resident of Old Saybrook, David LaMay believes in giving back to his community. Courtesy of The Harbor News November 2, 2016

Financial Times Recognizes James Sullivan, AIF®

James Sullivan Named to 2016 Financial Times 401 Top Retirement Plan Advisers
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EFS Gives Back

Essex Financial Services Employees Send Deep River Child to Camp Rising Sun Courtesy of The Valley Courier Sept. 1, 2016