Manage an Inheritance Like a Pro in Just Seven Steps

If you inherited stocks, mutual funds, or other investments in a taxable account, you’ll be able to take advantage of a ...

I Thought My Sister and I Were Cool. Then She Sent Me a Text Saying I Owed Her $9,000.

Our advice columnists have heard it all over the years—so we’re diving into the Pay Dirt archives to share classic letters ...

I received an inheritance from my father’s estate, but the executor wants me to give it back. What should I do?

In June 2022, my childhood home in New Jersey was sold and I was due to receive 20% of my father’s 50% stake in the home. My ...
Investopedia

What Is a Beneficiary? Role, Types, and Examples

Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Chip Stapleton is a Series 7 and Series 66 license holder, CFA Level 1 exam holder, and ...