![](http://cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2024/07/PWI_Podcast_Feature_2024.07.02_5-768x432.jpg)
Inherited Assets: How to Avoid Mishandling the Financial Legacy of a Loved One
Inheriting assets from loved ones can bring on a combination of emotional and financial
Inheriting assets from loved ones can bring on a combination of emotional and financial
Advisory services offered through Paul Winkler, Inc., an SEC Registered Investment Advisor. Paul Winkler, Inc. does not provide tax or legal advice: please consult your tax or legal advisor regarding your particular situation. All information contained on the Paul Winkler, Inc. website, including information in our newsletters, as well as information posted on social media, is for general informational purposes only, and should not be considered an individualized recommendation or personalized investment advice. We do not intend for this website to be utilized by any persons who are covered under the GDPR.