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Family Inheritance

5 Questions to Ask When Inheriting a House

Jimmy Burgess | Posted 04.04.2017 | Business
Jimmy Burgess

What do we do with this house 500 miles away from where we live? This was the question my wife and her sister asked when they inherited their mom's ho...

How to Prepare Heirs to Handle a Family Inheritance

Steven Abernathy | Posted 06.21.2015 | Fifty
Steven Abernathy

Say your grandfather is an excellent fisherman and he wants his heirs to be great at it, too. He could have his attorney write up a set of instructions. Or, if he really wants his heirs to learn how to fish, he could take them on a fishing trip to Montana every year for 40 years.

In a Same-Sex Marriage? Time to Focus on Financial Equality

PolicyGenius | Posted 12.03.2014 | Money
PolicyGenius

Here are some expert tips from professional financial planners and advisors on how a same-sex couple can best plan for a long and secure future together.