Receiving an Inheritance

Infinity: Your California Inheritance Planners and Estate Inheritance Tax Advisors

Inheriting money or property often presents new challenges for the recipients. What is the best way to preserve this money and make it grow? What are the options for investing it? Would it be best used to pay down or pay off a house? And if the inheritance is property, should property be retained, sold, or leased out? How does it work when multiple benefactors are involved?

Infinity Financial can help you review your options and make smart choices for maximizing the value of your inheritance.

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Infinity Financial Services
1624 Franklin Street, Suite 1001
Oakland, CA 94612-2824

510.628.0671
866.682.3888 (toll-free)

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