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?
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posted by anonymous
on Apr 10, 2013 -
54 answers
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...
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posted by anonymous
on Jun 1, 2012 -
14 answers
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.
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posted by anonymous
on Nov 10, 2011 -
15 answers
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.
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posted by anonymous
on Aug 31, 2011 -
17 answers
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.
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posted by fancypants
on Aug 8, 2011 -
19 answers
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?
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posted by anonymous
on Feb 27, 2011 -
18 answers
How do I safely look after a large chunk of money for a short period of time? Difficulty - I'm in the UK, and some of it isn't mine...
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posted by anonymous
on Feb 4, 2011 -
6 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?
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posted by anonymous
on Feb 1, 2011 -
18 answers
Are you an adult who is financially supported by your parents’ money? How do you deal with that?
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posted by meta_asker
on Dec 10, 2010 -
63 answers
I have been fortunate enough to unexpectedly inherit £35,000 from a relative who died prematurely. What should I do with it? Caveats inside.
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posted by anonymous
on Dec 6, 2010 -
7 answers
Suppose I were soon to receive a check for approximately $20,000. Also suppose that this represents a portion of my share of an inheritance from a relative and that additional monies will be forthcoming and, though I don't know exactly how much, that'll probably be on the order of $50,000 or so. What are the tax implications of this for me? What could I do to minimize the taxes I pay on this money? (I'm in the U.S.) YANAAccountant or MAccountant.
posted by Wisco72
on Feb 8, 2010 -
11 answers
We live in San Diego. We have 140k in cash after an inheritance, a mobile home we can't afford, crappy jobs, and have never had this much money ever. How do we best invest this money?
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posted by veritas
on Sep 11, 2009 -
35 answers
My father died and we have to sell his house. I'm going to be inheriting $200,000+. Realistically, what would you do in that situation?
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posted by anonymous
on Feb 17, 2009 -
21 answers
I recently inherited about $100k. I'm pretty dumbfounded. This is the largest amount of money I will probably ever have to figure out what do with, so I want to be safe and smart and invest in the long term. I have no debts. I'm 30 years old and single. I know no one has a crystal ball, but what are your best guesses for what I should do with this money in light of our current financial meltdown? (I haven't even deposited the check yet... my bank is Wamu and I wasn't sure if it would fold).
posted by anonymous
on Oct 10, 2008 -
37 answers
Okay, so let's say you're a broke, middle-aged single female creative professional who infamously sucks with anything involving numbers. You do have expensive tastes, but you're generally quite frugal and like to shop at the 99¢ Store & swap meets. Even so, much to your own annoyance, you have just never done *well* with money when you've had it or ever done much grown up "long-term life planning"... but now you're about to come into a one-time windfall (possibly a six to seven figure sum in all). Oh Lordy. Time to grow up.
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posted by anonymous
on Sep 14, 2008 -
23 answers
What date acquired and cost basis should I put for two items reported on a 1099-B, when there are several unknowns?
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posted by daisyace
on Apr 10, 2008 -
8 answers
I'm receiving a sizable inheritance in the form of stock from a deceased relative. However, there's fairly good evidence that the person who's managed the relative's affairs all these years (due to this relative being incapable of managing their own affairs) has intentionally sold a vast majority of that stock because they didn't want to draw down their own inheritance. If I contest this, though, there's a clause in the will that cuts my inheritance to $1. Do I take the stock that's offered me, or should I risk it on recovering the rest?
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posted by anonymous
on Mar 16, 2008 -
37 answers
Help me figure out if there's any way to claim a deceased family member's unclaimed property
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posted by mintchip
on Jan 20, 2008 -
6 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.
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posted by anonymous
on Jan 14, 2008 -
16 answers
How do I handle inheritance by proxy? It will actually be a gift from a parent out of the inheritance from a grandparent.
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posted by anonymous
on Aug 19, 2007 -
13 answers
I have a surprise chance to pay off my student loans (!), so how do I go about doing this in the way that's best for me? My "more inside" has a few details about possibilities / ideas.
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posted by anonymous
on Sep 1, 2006 -
19 answers
Expat American hates money, inherits share of house, perhaps $100,000. Do I need an accountant, a lawyer or something else to advise?
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posted by planetkyoto
on Dec 2, 2005 -
12 answers
