45 posts tagged with inheritance by Anonymous.
45 posts tagged with inheritance by Anonymous.
Displaying 1 through 45 of 45.
My brother had access to my late grandmother’s banking accounts. She passed away two years ago. My mother mentioned several months ago that there was still some outstanding money to be distributed to beneficiaries from the estate. Around $5k had been reserved in case there were any outstanding fees or taxes to pay. [more inside]
Knowing none of you are my lawyer, I pose this actual inheritance situation. [more inside]
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]
How much professional advice do I need to manage $600k of investments? Advice for meeting on Monday please! [more inside]
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]
We had some money in Switzerland, we don't know where it is. Now what? [more inside]
Help me save my inheritance. [more inside]
How in invest inherited money? [more inside]
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]
Inheritance law question: death of named party prior to death of estate's owner? [more inside]
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?
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]
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]
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?
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]
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]
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]
How can I move to CA with or without an inheritance and not go broke? [more inside]
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]
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... [more inside]
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]
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? [more inside]
How can I get rid of, ideally sell, all of this ammunition that I inherited? [more inside]
I have been fortunate enough to unexpectedly inherit £35,000 from a relative who died prematurely. What should I do with it? Caveats inside. [more inside]
Should I buy land with a tear-down house given my special snowflake details? [more inside]
I have inherited a substantial amount, at least to me. How do I get over the guilt of not having worked for it? [more inside]
Going to grad school and just received an inheritance - how do I best manage my money? [more inside]
Should inheritance be distributed equally between siblings? [more inside]
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? [more inside]
Should I open a joint checking account with my ailing dad and his wife? [more inside]
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. [more inside]
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? [more inside]
How to handle a retro-reduced inheritance? [more inside]
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).
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. [more inside]
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]
How to manage an inheritance when we don' t know how responsible the person (now 18) will be? [more inside]
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? [more inside]
A family friend recently died and left me and my sister $25,000 each. Now what? [more inside]
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]
Inheritance question: what can you do when a parent backs away from a signed agreement to distribute funds? [more inside]
How do I handle inheritance by proxy? It will actually be a gift from a parent out of the inheritance from a grandparent. [more inside]
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]
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. [more inside]
Is it overly-morbid to thank a (still-living) relative for including you in their will? [more inside]