Inheritance

Majority of Women Confess Inheritance Anxiety. Are You Prepared for What’s Next?

Majority of Women Confess Inheritance Anxiety. Are You Prepared for What’s Next?

Key Takeaways More than 80% women say they don’t feel confident managing an inheritance. Half believe it’s morbid to discuss estate planning with their parents, but knowing details early can be crucial. Experts recommend waiting three months to a year before making major decisions with inheritance money. A financial professional can provide guidance and support. […]

Majority of Women Confess Inheritance Anxiety. Are You Prepared for What’s Next? Read More »

The Simple Mistake That Could Leave Inheritance for an Ex, No Matter What Your Will Says

The Simple Mistake That Could Leave Inheritance for an Ex, No Matter What Your Will Says

Key Takeaways Your ex is removed from your will in most states, but some states don’t follow this rule. Assets with named beneficiaries, like life insurance or retirement accounts, can still go to an ex because they bypass probate court. Always update beneficiaries on retirement plans, life insurance, and bank accounts after divorce. Divorce can

The Simple Mistake That Could Leave Inheritance for an Ex, No Matter What Your Will Says Read More »