Live the Life They Dreamed You’d Have.

Tools and insights to help you honor your loved one’s legacy.

Losing a loved one is never easy. Deciding how to manage the legacy they’ve entrusted to you can add another layer of complexity.

When it comes to legacy planning and inheritance management, we believe in offering more than advice — we aim to empower you with knowledge and confidence. Whether you're focused on preserving today’s assets or planting the seeds for future wealth, Endependence Financial is committed to helping you achieve your goals.

Explore our resources or connect with our experienced advisors to create your custom financial strategy today.

Navigating Inherited Property: Do You Qualify for a Step-Up?

Inheriting property can be a blessing--and a little overwhelming when it comes to figuring out the taxes on your new wealth. This flow chart simplifies a complex tax rule (step-up basis), helping you quickly find the answers you need so you can plan for a secure future.

Download for free, no contact information required!

Plan Better with Our Free Checklist.

Have you recently inherited assets? Our free checklist is here to help you take the next steps toward ending dependence. Make informed decisions and set a solid course for the future.

Download for free, no contact information required!