Inheritance & Windfalls

The introduction of a significant amount of wealth can trigger unforeseen consequences, including a sudden tax burden.

Rene Lévesque & Associates views inheritance, good fortune or lottery winnings as an opportune moment to “fast-track” strategies that otherwise can take years to develop. By introducing investment, tax, retirement and inheritance strategies into windfall situations, sudden wealth can be put on a path to be larger, longer-term sources of permanent wealth.