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
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
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
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?
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posted by anonymous
on Nov 10, 2011 -
30 answers
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
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
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.
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posted by anonymous
on Jul 22, 2011 -
6 answers
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.
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posted by anonymous
on Apr 3, 2011 -
11 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
They divorced. She purposefully took a coveted object with her. Decades later, she has died and my husband and I have inherited the object. He wants it back. What should we do?
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posted by anonymous
on Jan 25, 2011 -
87 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
I have inherited a substantial amount, at least to me. How do I get over the guilt of not having worked for it?
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posted by anonymous
on Oct 15, 2010 -
36 answers
My dad's accounts are designated POD (payable on death) to me. Is that overriden by his listing of those accounts in his total assets, which his will divides among me and others, and which will is going to take some time to execute?
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posted by anonymous
on Sep 10, 2009 -
6 answers
A few months ago, my father passed away, and it turns out he has left me and my two siblings each approximately $20,000. My problem is this: I have huge unpaid medical bills from the past three years - in excess of $100,000, and they are totally in default, as my ordinary income is not quite enough for me to live on without the occasional assistance of my roommate and my siblings.
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posted by anonymous
on Jun 14, 2009 -
18 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
How should we handle liquidating assets in an estate in the USA right now? Assets consist primarily of a stock portfolio and a house.
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posted by anonymous
on Jun 21, 2008 -
17 answers
How to manage an inheritance when we don' t know how responsible the person (now 18) will be?
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posted by anonymous
on Apr 2, 2008 -
27 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
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
Inheritance question: what can you do when a parent backs away from a signed agreement to distribute funds?
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posted by anonymous
on Dec 24, 2007 -
32 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
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?
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posted by anonymous
on Mar 2, 2007 -
6 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
Is it overly-morbid to thank a (still-living) relative for including you in their will?
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posted by anonymous
on Apr 23, 2005 -
6 answers
