Make a plan for your inheritance or windfall
An inheritance can change your options before you know what to do with it. Use Nino’s AI software to organize the assets and explore decisions. Add a human CPA and CFP team to build a plan and work through the tax questions.
An inventory
Bring inherited assets, debt, and relevant documents into the household picture.
Tax questions
Separate the receipt of assets from later income, distributions, and sales.
Spending and saving
Explore how different uses affect near-term cash and long-term goals.
Professional help
Add a CPA and CFP when you need advice on the specific assets and decisions.
Decisions to check carefully
These decisions deserve a closer look. Start with the numbers, then get professional help where you need it.
Different asset rules
Inherited retirement accounts and other property can have different tax and distribution rules. Identify the asset before assuming a result.
Time to decide
Keeping funds available while you understand obligations can be appropriate. There is no need to invest everything immediately.
Unplanned commitments
Separate taxes, debt, gifts, and spending before treating the full balance as available.
The average user saves $800 their first month, $8,000 their first year.
