If you’ve recently received an inheritance, or think you may in the future, this article from the Dave Ramsey team offers valuable guidance:

👉 What to Do With an Inheritance – Ramsey Solutions

Beyond the financial tips, it also speaks to the emotional weight of navigating loss while making important decisions. One of the most important takeaways: take your time. You don’t need to rush. Allow yourself space to grieve, reflect, and carefully consider how your choices today may impact your future—and that of your family.

I occasionally speak with individuals who are navigating this process, and I always encourage thoughtful planning. Making decisions you feel good about—ones that reflect your values and honor your loved one’s legacy—can bring peace and clarity during a difficult time.

If you’d ever like to talk through your options, I’d be happy to meet with you.

When you are ready, click HERE to schedule your personal financial coaching session.

Lisa Atkinson
TFCU | Personal Financial Coach
latkinson@tucsonfcu.com

As a Personal Financial Coach, I do not provide legal or tax advice.
Tucson Federal Credit Union does not make any guarantees that this service will achieve any particular objective or outcome. For any legal advice, please seek the advice of an attorney or tax professional.