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I'm inheriting $40K from my dad, but his financial advisor says I have to open an account at his firm to collect the money. Is that normal practice?
Transferring money out of a trust as part of an inheritance comes with some specific procedures.
May 19, 2026
J.D. Blackwell
SAVE MONEY
Mom’s will named my sister as executor. Her husband is a lawyer who’s disputing my share of the inheritance. Isn’t that a conflict of interest?
A will and a trust may contain conflicting information. It's always the duty of the executor of the estate to act impartially.
May 19, 2026
Marlon Wright
GUIDE
All the siblings need to sign forms to collect our inheritance. But my sister worries she’ll lose her disability payments if she signs. Now what?
When a family member stands to lose disability coverage over a sudden large inheritance, it's important for other family members to proceed with care.
January 9, 2026
Peter Kinney
FINANCE TIPS
My parents are in their 70s without wills, but when I suggest that they make one, they accuse me of trying to take advantage of them. Now what?
If your parents are still without a will in their 70s, it’s important to recognize that fear and loss of control often fuel their resistance to making one.
October 20, 2025
Sammy Tran
FINANCE
People Share The Cheapest Things We Put A Lot Of Trust In
Sometimes the things we rely on the most in our lives are actually the simplest things—no need for anything fancy or expensive!
November 27, 2020
Eul Basa
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