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do with any current investments you may be inheriting or administering within the estate. A qualified financial advisor or planner would be able to help you with these kinds of questions. Moving forward, you can incorporate any newly inherited assets into your financial plan with care- ful consideration for your current circum- stances, needs for income, tax situation, tolerance for risk, and the outlook for the stock market.
On legal and probate administration questions, an estate attorney would best be able to provide advice and guidance. Some may help you with the final estate tax return down the road. The scope and complexity of actions needed in these areas will depend on your personal details and circumstances.
It is my hope that this feedback is help-
ful and gives you a starting point for getting organized. If you feel that any of the topic areas are too complex, seeking outside advice from professionals when you need it for tax, legal, or financial advice can make the overall process easier and less stress- ful for you or anyone in a similar situation. Wishing you peace and universal support in the days ahead, one day at a time.
Dana R. Mascalo CFP®, RLP®, AAMS®, C(k)P® is a Manag- ing Partner with TrinityPoint Wealth, an independent SEC Registered Investment Advi- sory firm in Milford, CT and
Charlotte, NC. Dana advises high net worth clients with complex needs and is sought after by individuals, families, business owners and executives all over CT and the United States. Acting as their personal CFO, Dana looks at a client’s entire finan- cial life with a visionary lens, advising on investment portfolios, retirement planning, stock options, life transitions, exit planning for business owners, customized advanced cash-flow planning and multi-generational wealth transfer strategies.
· Certified Shamanic & Shapeshifting Practitioner · Registered Yoga Teacher: Gentle, Mixed, Shamanic · Certified Hypnotherapist & Regressionist · Spiritual Counselor, Mentor, Reader · Host “The Sacred Journey” TV Show · Workshops, Children’s Circles, Energy Healing · CT Justice of the Peace: Nature Inspired Ceremonies · International Retreats & Cruises: Shamanism, Yoga, & Psychic Development
This material presented is for informational purposes only and is not intended to serve as a substitute for personalized investment advice or as a recommendation or solicita- tion of any particular security, strategy, or investment product. TrinityPoint Wealth, nor its investment advisory representatives are permitted to provide legal or tax advice, and nothing contained in these materials should be taken as legal or tax advice. See ad on page 3.
18 Natural Nutmeg - October 2020
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