Compassionate Guidance to Manage Inheritance: Mike's Story

"When my uncle passed away two years ago at the age of 92, my two brothers and I were left in charge of his estate.

My uncle was very independent and handled all of his own finances and investments, so we had little knowledge of the specifics. We knew he owned some stocks but had no idea just how complicated finalizing his estate would be. His lawyer informed us of all the medallion stamps needed to transfer each stock, and it was becoming extremely convoluted. That's when the lawyer suggested we consult with Weiss, Hale & Zahansky.

We met with the team at WHZ in March 2023 and they quickly came up with a strategic plan forward. They took care of all the painstaking details, consolidating everything into an estate account before dividing and transferring it evenly between my brothers and me. I was thoroughly impressed by how organized, courteous, and communicative the whole firm was.

They kept us updated every step of the way with clear explanations when needed. At one point my brother in New York even remarked how incredible their communication was. I knew from our very first meeting that I felt comfortable putting my trust in their hands. Now I plan to continue working with WHZ for my own retirement and investment planning.

Since inheriting part of my uncle's portfolio, I'm in a much better financial position heading into retirement. Leisl walked me through some projections and strategy recently. My uncle had a real zeal for poring over financial publications and handling his investments, but I don't have the same skill set.

I'm thankful to now have knowledgeable professionals watching over my money and making prudent suggestions so I don't have to figure it all out alone.

If I had tried managing this inheritance and my own retirement finances independently, it honestly would have become a full-time job. The team at WHZ helped everything go infinitely more smoothly with their diligent attention and thoughtful advice. I'm very grateful for their service during this difficult transition.

This statement was provided 2/12/2024 by Michael Saitas who is a client. The image shown is a model and not the actual client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed. 

Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Advisor.