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 ...

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 ...

Question: I'm 45 and I've barely invested in the stock market. I recently inherited $50,000. What should I do? Answer: Well, ...

You have three options if you inherit an IRA after the death of the original account owner. If a trust is the beneficiary of an inherited IRA, make sure it is set up correctly so it can go on for 10 ...

Expecting an inheritance? There are some critical questions heirs may consider asking in advance, especially when they are planning their financial future. As the CEO of Harvest Wealth Financial and a ...

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 ...