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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.

Featured 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.

What Olympics Prize Money Can Teach Us About Investing

Though Olympics prize money amounts haven’t changed in over a decade, if invested today those winnings could still earn solid returns well past an athlete’s competitive years.

Recent Articles

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.

How to Invest a Windfall and Earn a ‘Happiness Annuity’

Turn a one-time windfall, gift, or bonus into steady income.

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.

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