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]
posted by anonymous on Sep 10, 2009 - 6 answers

Should I open a joint checking account with my ailing dad and his wife? [more inside]
posted by anonymous on Jul 8, 2009 - 9 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. [more inside]
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? [more inside]
posted by anonymous on Feb 17, 2009 - 21 answers

How to handle a retro-reduced inheritance? [more inside]
posted by anonymous on Oct 13, 2008 - 14 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. [more inside]
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. [more inside]
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? [more inside]
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? [more inside]
posted by anonymous on Mar 16, 2008 - 37 answers

A family friend recently died and left me and my sister $25,000 each. Now what? [more inside]
posted by anonymous on Jan 26, 2008 - 13 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

Inheritance question: what can you do when a parent backs away from a signed agreement to distribute funds? [more inside]
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. [more inside]
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? [more inside]
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. [more inside]
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? [more inside]
posted by anonymous on Apr 23, 2005 - 6 answers