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What is the best thing to do with $10,000?

I have just found out that I will be inheriting $10,000. I want to maximize whatever I do with it, but I am not sure where to start... [more inside]
posted by JoannaC on Jul 29, 2014 - 19 answers

The weirdness of manuscript copyright law (UK version)

In the case of unpublished historical manuscripts in copyright till 2039 in the UK, where the original author is long dead and there is no designated copyright holder, how does copyright work once you get down a generation or two and have multiple heirs of seemingly equal standing? (eg. several grandchildren or multiple great nieces and nephews) Must everyone be consulted and agree, or if a will never mentioned the manuscript but left everything to a given child or even a non-family member, do only their heirs count and not the other grandkids etc? [more inside]
posted by Flitcraft on Jul 8, 2014 - 3 answers

I have $5K to invest. What ought I do with it?

It's from my lovely wife's recent inheritance. It's not a lot, I know, but enough that we don't want to just stick it in the bank. [more inside]
posted by Guy_Inamonkeysuit on May 26, 2014 - 13 answers

Inheritance question, Canadian/Dutch edition

Knowing none of you are my lawyer, I pose this actual inheritance situation. [more inside]
posted by anonymous on Dec 27, 2013 - 5 answers

How I made my first million?

About 10 years ago I inherited my grandmas small fortune of paper and coin currency she amassed during the 70's and 80's while visiting nearly 100 world countries. The shoebox-collection contains maybe 200 coins and 100 paper notes, and some of them are really quite impressive! I've been lugging this box around for years and the time has come to finally part with it (sorry grandma). I'm not a coin collector and really don't know much about any of it, but with the help of a few books I researched a handful of coins and notes only to find out they're not worth diddly (<$1, if that). I have a feeling most of the collection is like this except for a few gold Rand coins and some notes that were previously appraised. Hivemind: what are some ways to liquidate my collection?
posted by mrrisotto on Dec 9, 2013 - 12 answers

Can I buy my parents' house in a way that makes financial sense?

My parents have always struggled financially, living under crippling debt and never able to have an income able to match the bills, the biggest of which is their mortgage. I hate to see how difficult this situation is for my dad, and I want to help out for the sake of his stress level, and also because once he retires in a few years the math truly does not work out in their favor. I've been thinking of buying some land anyway, so I'm wondering if there is any feasible way to make this work for both my parents and me. [more inside]
posted by anonymous on Dec 8, 2013 - 20 answers

Getting started with British inheritance and tax

Would a standard solicitor be the best person to advise? A specialist of some sort? A tax accountant? How to avoid unnecessary fees for work on this that the family can do--for instance, they are already tracking down all the banks with investments. [more inside]
posted by Anwan on Nov 10, 2013 - 5 answers

What should my elderly parents do with their only asset, a liquid $250K?

I'm seeking as many opinions as I can get from people with knowledge of financial advising and/or trusts & estates and/or estate planning, about what my parents (in their 80s) ought to do with their $250,000 in liquid assets. I'm NOT looking for the kind of detailed plan we'd get from an advisor whom we hire; I'm looking for short, quite general, common sense answers (such as "These ONE OR TWO types of instruments are good/bad; all others are to be avoided/considered.") I'm also looking for as many answers as I can get. In order to get that assortment of answers, I want to disclose only a very few specific things about the folks: 1. they currently rent an apartment; they do not own a home. 2. they are in their 80s--relatively healthy and can drive, shop, take care of themselves, but I'm not sure how long that'll last. I'd like to see them in a retirement community within a couple years. 3. Their only income (which doesn't amount to much) is social security. 4. They lose about $2,100 in total expenses every month. That's just about equal to what they take in each month. 5. Their one and only significant asset is a liquid $250,000. Okay, at their age, and considering all the above, WHAT IS/ARE THE MOST PRACTICAL THING(s) THEY SHOULD DO WITH THAT LUMP OF LIQUID MONEY? THANK YOU from their worried adult child with a family of my own!
posted by losdavos on Oct 24, 2013 - 14 answers

Selling a cello, hoping to not lose a sister, too.

How do I tell my sister I'm selling our mother's cello? [more inside]
posted by missmary6 on Sep 24, 2013 - 59 answers

Inherited 401K from sibling

One of my siblings passed away unexpectedly a few weeks ago and I am one of the beneficiaries for her 401K. I would like some basic information on my options for handling the money. My share is not quite enough for me to pay a CFP (low $40K range) and I'd like to have some idea of where I stand before getting all the paperwork. [more inside]
posted by anonymonkey on Aug 29, 2013 - 11 answers

New landlord by inheritance, lost and frustrated

How shall I decide what to do with an inherited property I have neither inclination nor time to administer myself, but don't need to sell and recognize it could be good if it stayed good to maintain it as a rental? [more inside]
posted by jet_silver on Aug 13, 2013 - 13 answers

Just how germain is this law?

My SO and I have been living for thirteen years in the house that he owns and has mortgaged in his name only. He has willed the house to me should he die and believes that I would be able to assume the mortgage automatically. The Garn St. Germain Act protects relatives from the bank calling the note when inheriting a property with a mortgage, but what about unmarried opposite sex domestic partners? [more inside]
posted by tamitang on Jul 29, 2013 - 11 answers

Is there any point in stockbrokers?

How much professional advice do I need to manage $600k of investments? Advice for meeting on Monday please! [more inside]
posted by anonymous on Jul 20, 2013 - 25 answers

I need to shed some land in Colorado.

Due to a ridiculous series of events, I am in quasi-possession of some land in Huerfano County, Colorado. Due to what I understand is a Colorado-specific difficult process of inheritance, the land (in my late wife's name) is more expensive to transfer to me than it is worth and since it is in her name, I can't even gift it. It costs me $100 or more annually to hold onto this acreage, and I am considering abandoning it. [more inside]
posted by FauxScot on Jul 16, 2013 - 7 answers

Crazy aunt and a sick house.

My aunt wants to charge me rent on a house that has black mold in it that has caused me to have seizures. It also has no running water, and the kitchen and half of the house is unusable. Snowstorm inside. [more inside]
posted by squirbel on Jul 13, 2013 - 20 answers

Answering the annoying "what do you do" question, and then some

I recently inherited enough money that will allow me to not work again. I still want to do things - volunteer, help others, keep busy, etc. How do I explain this to others and answer questions that people ask? [more inside]
posted by anonymous on Apr 10, 2013 - 54 answers

Can we track our inheritance?

We had some money in Switzerland, we don't know where it is. Now what? [more inside]
posted by anonymous on Feb 6, 2013 - 7 answers

One of these citizenships is not like the other...

My friend, a dual Canadian/American citizen living in the UK, is discussing the terms of a trust with her (US) father. By the time she inherits, she may have given up US citizenship. Does this need to be mentioned so they can account for it now? [more inside]
posted by Madamina on Jan 3, 2013 - 15 answers

Help me save my inheritance.

Help me save my inheritance. [more inside]
posted by anonymous on Dec 12, 2012 - 20 answers

Splitting the I-Bond Baby

Sibling and I have inherited ten U.S. savings bonds (I series), purchased at various times and maturing in 2030-2036. We just want to divvy them up equally, but they are not naturally paired (i.e., purchased two at a time). What's fairest? [more inside]
posted by Clyde Mnestra on Dec 7, 2012 - 10 answers

Differences in tax liability for joint home owning options?

My partner and I are about to buy a house together, and we're trying to decide how to do this. We're gay, and hence technically unmarried, and we're trying to figure out the tax implications of the different options. [more inside]
posted by Tooty McTootsalot on Dec 5, 2012 - 10 answers

Where to store an inheritance.

How in invest inherited money? [more inside]
posted by anonymous on Sep 29, 2012 - 7 answers

What to do with underwater house as part of an estate?

Possible inherited underwater house in New York, what to do? Walkaway? Advice? [more inside]
posted by bottlebrushtree on Aug 7, 2012 - 10 answers

You are not my estate lawyer, finance lady, or tax guy. Can you help me find that person?

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

How does Irish inheritance work?

What can you tell me about Irish inheritance, wills and power of attorney and similar legal things? [more inside]
posted by plonkee on May 30, 2012 - 1 answer

Help me figure out what's going on

Needing advice from an estate lawyer or someone with thorough knowledge of how trusts work. [more inside]
posted by northxnorthwest on Mar 21, 2012 - 15 answers

Inheritance law question: death of named party prior to death of estate's owner?

Inheritance law question: death of named party prior to death of estate's owner? [more inside]
posted by anonymous on Mar 15, 2012 - 12 answers

What to do with inherited stuff/antiques?

I have just inherited about one hundred boxes full of 40-100 year old stuff from 2 or 3 generations. I can't really use any of it and some of it may be very valuable. How can I best assess the values of the thousands of items so that I can sell/donate/throw out everything? [more inside]
posted by meantime on Feb 23, 2012 - 8 answers

I'm pretty sure the Bluth family is a terrible role model here

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

How do wills work?

What is the standard way that divorced parents with new partners (who also have children) organise their wills? [more inside]
posted by cincinnatus c on Dec 28, 2011 - 5 answers

Death and taxes

My father died and left me and my sister his house. He willed her 2/3 and me 1/3. She's currently living in the house and I am not. I would like my 1/3 in money so I can buy my own place. My sister is not willing to hand over the cash and says she will put the house on the market next year. We do have a really good relationship when it comes to anything other than money, meaning I don't push the issue because she reacts unfavorably. What are my options?
posted by TLCplz on Dec 12, 2011 - 41 answers

can gain access to what my father left behind?

some years back my father was re-married before his death. my father did not have a will in place and i am his only child. after his death the women he married ended contact with me sharing none of my fathers belongings etc. at the time i felt wronged, and as a young man i could not afford legal representation. many years (over ten) have gone by, and i have mostly moved on with my life trying not to think of these events, but there still is a bit of anger inside. as his only child and living blood relation is there any way legally that i can gain access to as much as old photographs, clothing, or whatever small momentos that remain in her custody?
posted by anonymous on Dec 3, 2011 - 10 answers

Advice on selling collections from an estate

I'm looking for general and specific advice about striking a balance between value and ease in selling a few disparate items from an estate. [more inside]
posted by Luke Skywalker on Dec 3, 2011 - 6 answers

How many of the 1%-ers are rags to riches?

Is there a solid independent study showing the percentage of 1% wealthiest who were born into money vs. those born poor who worked for it?
posted by critzer on Nov 29, 2011 - 9 answers

I'd rather have a pot of money than an empty lot.

I spent a large chunk of inheritance money on a real estate purchase, and now I want it back. My husband doesn't agree with this feeling. There are of course special circumstances and emotions involved. [more inside]
posted by anonymous on Nov 10, 2011 - 15 answers

"We're giving it all to them, but don't worry, they have your best interests at heart!"

My aged parents are planning to cash in all their stocks and put them into an account in my two brothers' names to reduce the amount of money payable in fees to the government upon their demise. They have told me, more or less, not to worry, and not to doubt the good intentions of my siblings. How to respond to this? [more inside]
posted by anonymous on Nov 10, 2011 - 30 answers

Can I get a loan against my inheritance?

My father died in February and I have an inheritance coming, probably around the end of the year, but at this moment that isn't soon enough to keep the wolves from the door. It seems silly that I know I have this mid-five-figures amount coming, and may become homeless before I get it. Does anyone have any ideas about how I can get some breathing room? For instance, is it possible to get a short-term loan using the inheritance as collateral? Any other creative ideas?
posted by anonymous on Oct 10, 2011 - 21 answers

Setting up a trust: what to do with CDs?

My brother and I are helping our elderly mother set up a trust with the help of a lawyer. She has signed over her assets, house deeds, car title, stocks, bank accounts etc to the trust. She also has a number of CDs that we were led to believe would go into the trust as well. But now they're not? [more inside]
posted by TWinbrook8 on Oct 1, 2011 - 6 answers

Will I need to pay taxes on this inheritance?

Will I need to pay taxes on this inheritance? [more inside]
posted by miskatonic on Sep 26, 2011 - 8 answers

Help me take ownership over my inheritance.

I am a noob when it comes to money matters, and need advice on how to take ownership of my inheritance. [more inside]
posted by Tooty McTootsalot on Sep 9, 2011 - 25 answers

What do I ask the money guy?

I have learned that I will inherit, with my sibling, a good sized estate including a house and some investments and a few trusts. These assets also come, if I want, with a "money guy" who was my parent's money guy. I have met this man and he has helped me with some basic early estate stuff and has indicated he'd like to work with me. I have a meeting with him and my sibling next week and I'd like to make sure I'm prepared and know what to ask him and could use some help generating questions. [more inside]
posted by anonymous on Aug 31, 2011 - 17 answers

How to invest a $75,000 inheritance

I am about to inherit a significant, but not enormous, amount of money. How do I manage this process without making myself insane or losing it all? Help me set up a basic investment plan. [more inside]
posted by fancypants on Aug 8, 2011 - 19 answers

Is this person being investigated for fraud? Where is the money?

UK LegalFilter: Can you do a dead person for benefit fraud? What happens if you try? Details include a house sold privately, and a whole lot of uncertainty. [more inside]
posted by anonymous on Jul 22, 2011 - 6 answers

Inheritance issues in Hungary

Need estate/inheritance legal help in Hungary. [more inside]
posted by tigrrrlily on Jul 11, 2011 - 3 answers

OK to sign Receipt of Beneficiary before disbursement of funds?

Is it normal to be asked to sign a Receipt of Beneficiary (and Consent to Discharge, and more) without receiving funds first? [more inside]
posted by cps on May 20, 2011 - 2 answers

is my inheritance being held up due to incompetence?

My dad passed away 18 months ago, and the executor's lawyer informs me they're still awaiting a foreign beneficiary's obtaining their tax id in order for final distribution of his estate to be made. Is this a reasonable delay? details inside. [more inside]
posted by cps on Apr 5, 2011 - 12 answers

How should I set up this trust

What are some ways to structure a trust? I'm setting up a trust so that if I die, my child would not have a sudden, relatively large windfall. I've got life insurance, 401k and quite a bit of equity in a house, and at this time, I think it would be problematic. [more inside]
posted by anonymous on Apr 3, 2011 - 11 answers

You aren't my dad's accountant, but you'd be better than him if you were 5 years old.

My dad is about to inherit at least several hundred thousand dollars from his dad and I am extremely worried it will burn a hole in his pocket. How can I help him prevent this? [more inside]
posted by thorny on Mar 28, 2011 - 29 answers

How can we move to California without relying on an inheritance?

How can I move to CA with or without an inheritance and not go broke? [more inside]
posted by anonymous on Mar 24, 2011 - 20 answers

How can I ask my uncle to hurry up dividing up inheritance?

My maternal grandmother passed away 5 months ago and my uncle has taken charge of handling her inheritance with her lawyer. He hasn't given any updates or information on how the process is going since his initial email 5 months ago, in which he told me that my grandmother had passed and that I would receive inheritance. How can I ask him to hurry up? [more inside]
posted by anonymous on Feb 27, 2011 - 18 answers

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