An inheritance can be comprised of cash, securities, real estate, or other assets. When you inherit securities like stocks, there are income tax and strategic considerations. Here are some that you ...

If you know you’re receiving an inheritance, you’ve seen the estate documents, your benefactors have given you a specific ...

High-net-worth families don't rush; they build a plan before touching a dollar. FDIC limits matter -- especially when you're moving six or seven figures. Working with a pro helps protect the money ...

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. It’s seldom a good idea to put your eggs in one basket, ...

I usually pay no mind to the ups and downs of the stock market. I’m just a little guy, not a day trader. My “portfolio” is a cautious one — a 401(k) divided between two Fidelity stock and bond index ...

Half of Americans said inheritance is critical for their long-term financial security — so what can you do if plans change?

I am the trustee of my deceased aunt's trust. Her trust assets will be distributed to 15 beneficiaries. She did not own real estate. She had CDs, bonds, a ROTH IRA, a traditional IRA and a brokerage ...