How to handle a retro-reduced inheritance? [more inside]
posted by anonymous on Oct 13, 2008 - 14 answers

How should we handle liquidating assets in an estate in the USA right now? Assets consist primarily of a stock portfolio and a house. [more inside]
posted by anonymous on Jun 21, 2008 - 17 answers

Disentanglement filter: My girlfriend has an inheritence, which is currently in the form of a stock portfolio which in her name, but her mom's name is also on it since she was under 18 when she got the inheritance (she is 21 now). Her mom is less than reasonable, and makes threats regarding said assets, so how can she (my gf) get the stuff to just be in her name, and keep the assets safe from her mom's prying fingers? [more inside]
posted by gnomicPerfect on Jan 30, 2008 - 10 answers

I will soon receive an inheritance of about $100,000-$150,000 (numbers are vague right now). I'm looking for tips and advice for managing that money. [more inside]
posted by anonymous on Jan 14, 2008 - 16 answers

I am Inheriting $100,000.00. I recently learned I have a CD with my name on it as the sole "POD" (Payable On Death) beneficiary. I have a basic understanding of personal finance and investing. I am married, 39 years old with one child. I'm really a little lost with this. I've been told a hundred grand is not enough to tweak the interest of a financial adviser. Do MeFites have any ideas on how to invest $100,000.00? Should it be Stocks? CDs? Mutual Funds? I would welcome any and all advice - including a sample portfolio if you so desire. Thank you!
posted by Gerard Sorme on Apr 2, 2006 - 39 answers

Expat American hates money, inherits share of house, perhaps $100,000. Do I need an accountant, a lawyer or something else to advise? [more inside]
posted by planetkyoto on Dec 2, 2005 - 12 answers