Grandma set up an uneven trust and we want to distribute it equally. Who do we talk to and what do we ask them? Questions about imbalanced inheritances, DIY redistribution of wealth, and taxes within... [more inside]
posted by anonymous on Jun 1, 2012 - 14 answers

I'm inheriting $100,000. My parents are inheriting a lot more (around $1mil, but we're not sure the exact amount). Please give us advice. We're in the US (New Mexico). [more inside]
posted by Harry Potter and the Puppet of Sock on Jan 30, 2012 - 26 answers

Unexpected inheritance of $100,000 - $150,000 complicated by move from the US to the UK in the next year. My wife and I have never dealt with financial matters beyond credit cards and a moderate paycheck before, who do we talk to in Los Angeles/Southern California to make sure we don't screw this up? [more inside]
posted by anonymous on Feb 1, 2011 - 18 answers

What date acquired and cost basis should I put for two items reported on a 1099-B, when there are several unknowns? [more inside]
posted by daisyace on Apr 10, 2008 - 8 answers

How do I get money (30,000 Euro/$50,000) from Europe to the United States with the least amount of pain? [more inside]
posted by Grither on Feb 26, 2008 - 22 answers

How do I find a gay financial planner who is in (or accessible to) Manhattan (NYC), has inheritance, tax, and foreign country experience, and speaks Spanish? [more inside]
posted by anonymous on Mar 2, 2007 - 6 answers

British Inheritance Tax question: help me foil a dying man's wishes. [more inside]
posted by greytape on Sep 24, 2006 - 8 answers

Estate Tax Filter
I've been trying to figure out how much someone can inherit before having to pay a whole mess of taxes on the money. I've been trying to use the IRS Estate and Gift Tax page but am just as confused as before. Can anyone help me out?
posted by fenriq on Feb 7, 2005 - 7 answers