Slow the decision down
An inheritance can arrive alongside grief, family responsibilities, and unfamiliar paperwork. Keep proceeds secure and liquid while you identify deadlines, account types, ownership, and the people who need to be involved.
Understand what was inherited
Cash, taxable investments, retirement accounts, real estate, and business interests can each carry different tax rules and planning choices. Gather statements and legal documents before consolidating or selling anything.
Connect the money to your life
Review debt, reserves, retirement, family support, charitable goals, and major purchases together. A clear order of operations can protect flexibility and reduce the pressure to make one permanent decision immediately.