Inheriting money often comes with a mix of emotions – ranging from anxiety and grief to anticipation and gratitude. And sometimes, the suddenness of such an event can make it a challenge to think ...

If you've ever read a story about what someone does with a financial windfall, it's likely featured a truly life-changing amount of money. It can be fun to daydream what life would be like if you hit ...

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 ...

Receiving an inheritance from a loved one is a great honor. Depending on what you receive, an inheritance has the potential to change your life. However, if it’s not managed properly, you could risk ...

Receiving a large financial windfall like an inheritance isn’t something to take lightly. While you might be tempted to immediately spend your new funds, experts recommend taking a moment to analyze ...

Inheritances are an inherently fascinating and thorny subject, with the potential to change lives, shock loved ones, and cause family drama on a scale never before seen around your dining room table.

Medicare is a government program that's designed to help make paying for health care easier for eligible Americans. You can apply for Medicare the year you turn 65, though it's also possible for ...

Advisers need to work harder to include their clients’ heirs in estate plans because 92% of heirs change advisers once they receive an inheritance, according to one industry leader. To protect ...

Planning for retirement requires a road map that is unique to each individual. The expectation of guaranteed income from employer-sponsored pension plans or public safety nets is dwindling away.