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.
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.