When a beneficiary refuses to accept an inheritance but won’t formally disclaim it, executors can find themselves stuck in ...

What Is Disclaiming an Inheritance? Disclaiming an inheritance is the process of legally giving up one's right to receive a bequest or inheritance. It is a refusal to accept the inheritance that has ...

Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. A disclaimer trust is a clause in a will that forms a trust after death, with specific terms ...

Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Broad form insurance provides coverage for uncommon or higher-risk events, which is why it ...

Reverse mortgages allow homeowners to tap into the equity they’ve built up in their homes without having to make monthly ...

Once a person has addressed the emotional questions around what to do with the inheritance, I can begin to create a custom financial action plan. Educating people about their new wealth is part of ...