Hosted on MSN

How to handle an inheritance step-by-step

Getting an inheritance is the epitome of a mixed blessing. You receive a financial windfall, but the cause is the death of a loved one. On top of complicated emotions, you may be dealing with the ...
Harrisburg Magazine

More Than Money: Finding Purpose In an Inheritance

When a loved one passes, they leave behind more than memories. They often bequeath financial assets – a house, investments and insurance benefits – that can drastically reshape the inheritor’s ...
NBC New York

Preparing for the ‘great wealth transfer'? 4 steps for managing an inheritance, from a CFP: ‘It's not as simple as it might seem'

The so-called "great wealth transfer" is already underway, with over $68 trillion set to be passed down by baby boomers to their children. Yet, while millions of Americans expect to receive an ...
NJ.com

Asking Eric: Is my step-grandchild entitled to the same inheritance as my other grandchildren?

DEAR ERIC: My wife and I will soon receive a small inheritance from the death of one of my relatives. Since we do not need most of this money, we have decided to distribute it among our children and ...
syracuse.com

Asking Eric: Is step-grandchild entitled to the same inheritance as my other grandchildren?

Dear Eric: My wife and I will soon receive a small inheritance from the death of one of my relatives. Since we do not need most of this money, we have decided to distribute it among our children and ...