Believe it or not, there is a legal circumstance in which you may have to return a part of your inheritance. Here's how you ...

Text INHERITANCE to 304-340-3765 for more information from Josh. Click here to visit RW Baird. While Baird does not offer tax or legal advice, our Financial Advisors regularly work with clients’ ...

If you just lost a loved one, you’re probably focused on dealing with your loss instead of what to do with an inheritance. But at some point, you’ll need to figure out a plan for the money and/or ...

Many people who receive an inheritance don't spend it wisely, according to financial planners. It's important to come up with a detailed financial plan when you receive an inheritance. Here are the ...

The grieving process is always challenging. But for many families, the slow legal process of distributing an inheritance compounds emotional pain with financial uncertainty. When pressing needs for ...

Curious how much is inheritance tax? Most states don’t impose it, and those that do often provide exemptions to help reduce ...

For reasons that are often very unfortunate, receiving an inheritance can be both welcome and worrisome news at the very same time. It’s an unfortunate truth that in many cases, receiving money from a ...

Every week, Allworth Financial’s Steve Hruby, CFP®, and Bob Sponseller, ChFC®, answer your questions. If you, a friend, or someone in your family has a money issue or problem, feel free to send those ...

An inheritance won’t affect your Medicare eligibility or benefits, but the extra income could raise some premiums or affect your eligibility for income-based programs. Medicare rules can be complex.