Getting an Inheritance? Here Are 4 Things to Consider

Heirs receiving an inheritance can expect the process to take time. Having a plan for the money and consulting with professionals are also things to keep in mind.

A young woman sit together on a park bench while the older woman signs some paperwork.
(Image credit: Getty Images)

Getting an inheritance can feel very much like a mixed blessing. It often comes after the passing of a loved one – while you’re dealing with the emotions of losing them and trying to organize financial and administrative affairs.

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Julia Pham, CFP®, AIF®, CDFA®
Wealth Adviser, Halbert Hargrove

Julia Pham joined Halbert Hargrove as a Wealth Adviser in 2015. Her role includes encouraging HH clients to explore and fine-tune their aspirations — and working with them to create a road map to attain the goals that matter to them. Julia has worked in financial services since 2007. Julia earned a Bachelor of Arts degree cum laude in Economics and Sociology, and an MBA, both from the University of California at Irvine.