Earn Rewards: Sign up now and earn a special reward after your first deposit. See offer details

<title>Dismiss</title>

Betterment

Save, invest, retire

GET — On the App Store

View
<title>Dismiss</title>
Loading

Inheritances

Receiving money from family is a great gift, but can feel like a burden. What should you do with inheritance money? How will your financial plan change? What are inheritance taxes? Gain a more informed mindset for putting an inheritance to good use.

Recent Articles

7 Things You Should Consider Including In Your Will

A person’s will outlines what to do in the event that they pass away. Here are seven things you should keep in mind.

What Happens To An Account When A Customer Passes Away

We explain the process for claiming ownership of an account after the owner has passed away.

You Received an Inheritance, Now What?

Research shows the average inheritance is spent within five years. Here are six steps to invest smartly and avoid the most typical inheritance pitfalls.

Don’t Wait to Have This Conversation with Your Parents

Help your parents consolidate—and automate—their accounts in order to save time and money.

Making the Most of Windfall Gains

One of the fundamental truths about personal finance, is the fact that our problems with money have little to do with mathematics.