What If an Heir Lives in a Different State Than Where the Estate Is Being Settled?
What if the person who died and left you an inheritance lived in a different state than you. Does this affect your inheritance? If so,…
What to Do When Someone Dies
Whether it has been expected because of long illness, or it’s due to a surprise event like an accident or sudden health event, it can…
How Best to Handle an Inheritance During an Economic Downturn
Over the last few months, economic uncertainty has increased dramatically. There are concerns about inflation, a potential recession, and declining house and stock markets. For beneficiaries waiting…
How to Value an Inherited Property
When inheriting a property, one of the first questions likely to come to mind is “How much is it worth?” Depending on the property type…
Questions to Ask Your Wealth Advisor about your Inheritance
Whenever you receive a lump sum of money, whether through an inheritance or another life event, your Wealth Advisor’s first recommendation will most likely be…
What to do with an Inherited Business
When you lose a loved one, there are a lot of things to think about. From handling funeral arrangements and final expenses to preparing estate…
Can I get Another Inheritance Advance?
Thousands of people have used inheritance advances to get the money they need faster—without having to wait for the lengthy probate process to complete. Maybe…
When is it Better to get Less Money Earlier than More Money Later?
Should I take more or less money? It seems like a straightforward question. However, in real life it is rarely that simple and when it…
Saving vs. Spending an Inheritance
Receiving an inheritance can be a confusing and stressful experience. What’s the right thing to do? Should I make that big purchase I’d been thinking…
