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9 posts tagged with inheritance and tax. (View popular tags)
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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

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

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

What sort of pro can help us manage inheritance across US and UK?

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

How to report tax info I don't have?

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 to avoid losing most of my inheritance to Uncle Sam?

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 Manhattan, has inheritance, tax, and foreign country experience, and speaks Spanish?

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

How can I get the money?

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

Estate Taxes

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

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