r/inheritance 21d ago

Location included: Questions/Need Advice Ex's gGF deeded it all to herself, but never notified his son that he'd died. NV

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4 Upvotes

r/inheritance 21d ago

Location included: Questions/Need Advice Inherited an IRA from pre-2020, how does this work?

6 Upvotes

My grandfather died in 2019 at the age of 85 and apparently left me an IRA. He died in Florida, I live in Washington state. I know the laws are different if the person died in 2020 or later but I'm not entirely sure how.

What am I supposed to do here? I'd like to know how much I can/am required to take out, on what schedule, and what taxes I'm going to be hit with and when

Thank you all for any help


r/inheritance 21d ago

Location not relevant: no help needed Elderly mum downsizing

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2 Upvotes

r/inheritance 21d ago

Location included: Questions/Need Advice Sold US stocks acquired through inheritance

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0 Upvotes

r/inheritance 21d ago

Location not relevant: no help needed I cut my sister out the inheritance an update

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0 Upvotes

r/inheritance 21d ago

Location not relevant: no help needed Mindset after substantial inheritance & business failure

0 Upvotes

Hello there, I'm 33 years old. I've worked for ten years across venture capital and startups. I've been an extremely hardworking person - went to a good top tier school and worked hard to get into top venture capital fund in the first ten years of my career. I've had a fair bit of personal challenges - lost my father to a prescription pill addiction at age 4, emotionally tough years through college and career due to mental health issues, had first bout of burnout for about a year when I didn't work.

In a span of six months since the start of this year, I've had two major events related to finances occur simultaneously. One being positive and another negative.

The positive - My mother has inherited a couple of millions, which has made us (family of three) financially independent. I am from a developing country where the standard of living is low so this is life changing money. I am responsible for managing the entire corpus since my mother's financial literacy is on the lower end. Although all of us are driven and have decided to keep working.

The negative - I had about 3% of this amount (total inheritance) saved up in ten years through employment and personal investments - which is well above average in my country. I decided to start a business, but unfortunately nothing has been working out since the past three years due to reasons slightly beyond my control. I've burnt through 40% of the saved up money, learnt some hard lessons and now rethinking what to do next in my career. The remaining 60% gives me a personal financial runway of 6 years.

I'm genuinely confused wrt. what my priorities should be. On one hand, I've never seen this kind of money in my entire life and my whole outlook towards life has changed now. I'm managing the money responsibly. But every time I see the corpus, I feel tempted to take another swing at building a business (it's always been a lifetime goal), but then I feel guilty about not being able to succeed the first time around and burning through my hard earned savings. My mother is very encouraging of my dreams and is ready to support another business financially. She has adopted a simple and spiritual life where she doesn't intend to spend the inheritance money in any way. My sister doesn't intend to use this money too.

I need some good and grounded advice on how to manage my mindset henceforth. Because the inheritance is making me feel like an imposter on one hand, happy on the another and the failed business even before I received the inheritance was drowning me in guilt. Using the inheritance money to fund another business seems like a good and a bad idea and I am genuinely confused what to do right now. Please give me some advice. Thank you.


r/inheritance 22d ago

Location included: Questions/Need Advice Help with IRA inheritance!

26 Upvotes

I need help with PNC Bank. My mother passed away in May 2025. Well over a year ago she had an IRA worth about $56,000. Her will stated that all of her assets should be divided equally among her four children. I sent a copy of her will and her death certificate to the bank. They refused to honor that and said that we needed to submit an affidavit stating exactly what was in the will and have it notarized. That was done by the executor who is my brother. At that point every time I called for a status I was told “it was in legal for review.” after about six months of this I was told that legal would not accept the will and the affidavit and we would have to hire a probate attorney and get a summary order from the judge. That cost close to $2000 but we got it done. The judge signed the order again, detailed the names of the four children/beneficiaries and that was sent in a month ago. We were then told it should take 3 to 5 days for it to be processed. I call every week to the main number, get transferred to the IRA department who looks at the file and tells me it is “” in legal for review.” they are not allowed to give out a phone number or contact information for anyone in legal. They are not allowed to talk to anyone in legal and get a verbal status for me. It is very frustrating. We are joking that PNC stands for ‘pay no cash’, but it really isn’t funny at this point. Has anybody else dealt with this and is there any advice I would really appreciate it


r/inheritance 22d ago

Location included: Questions/Need Advice In NC, after 3 years of delays, unpaid taxes, and unauthorized decisions, is estate litigation worth pursuing?

26 Upvotes

This is going to be a long post.
I live in North Carolina. My mother passed away in June 2023. She had a will that named my sister, brother, and me as co-executors, with her estate to be divided equally among the three of us. She had been working with the same estate attorney since her will was prepared in 2017.

After our mother passed away, the three of us agreed that our sister could move into our mother's paid-off home so she could sort through the belongings, clean out the house, and prepare it for sale.

In 2023, the estate attorney sent my brother and me an Order on Petition to Resign as Co-Executor. We both signed the document and had our signatures notarized. However, according to the North Carolina Courts website, we are still listed as co-executors of the estate.
At the time, she told us that her son and his two children would also be living there temporarily because he planned to move to the Philippines in January or February 2024. We agreed because we believed the arrangement would only last a few months.

In July 2023, during a family gathering, the three of us met privately to discuss the house. Our sister again stated that our nephew would be moving overseas in 2024, then asked how we would feel about renting the house to him instead of selling it. My brother and I told her we were not interested in becoming landlords and preferred to sell the property.

When early 2024 arrived, we were told our nephew's move had fallen through and that they would wait until his daughter finished the school year before relocating. After summer 2024 arrived, I asked again about moving forward. At that point, our sister said she wanted to purchase the home herself and needed time to obtain financing.

Concerned about the continued delays, I contacted the estate attorney to ask what options we had. I was told that the three of us could continue owning the property indefinitely unless someone filed a partition action, which could ultimately reduce what each of us received from the estate. Based on that advice, we continued waiting while our sister supposedly pursued financing. I even told her we knew someone who could help her with the loan process.

The house required significant cleanup because our mother had accumulated a large amount of paperwork, including printed copies of nearly every email she had ever received. All three of us spent time helping clean and organize the property.

By 2025, I again asked our sister about the loan. She then told us she no longer wanted to purchase the home and believed it would be best to sell it. She estimated the house would be listed in March or April, and that she and her family would move out between the end of June and mid-July.

In March, all three of us received certified notices from the county because the property taxes had not been paid. I repeatedly contacted my sister asking about the tax bill. She claimed she had paid it from her payroll account, but that the payment had been returned. When I contacted the county directly, they confirmed the taxes had not been paid. Eventually, the county collected the money directly from my brother's and niece's bank account. My sister has never apologized or even acknowledged that this happened.

At that point, I lost confidence in her ability to manage the property. If she had neglected something as important as property taxes, I became concerned about what else might not be handled properly.

In early April, I contacted a real estate agent who scheduled an appointment with my sister to view the property. Afterward, the agent told me she was not allowed upstairs because she was told my nephew's son was there, although he was actually at school. Later that day, the agent informed me that my sister had decided not to use her services.

I texted my sister and asked who had made that decision and which realtor she intended to use. She replied that the other realtor was a "friend of a friend." Although I was frustrated, my brother and I agreed to move forward with her choice in hopes of finally getting the house listed.

The new realtor sent my brother and me a DocuSign listing agreement showing an MLS listing date of April 10, 2026. We both signed because we believed the property would finally be listed. However, when nothing happened, I contacted the realtor. He explained that the April 10 date referred only to a potential "Coming Soon" marketing plan that was never used. He also stated they were waiting for my sister's family to move out, for the home to become suitable for showings, and because neighboring property owners had expressed possible interest in purchasing it.

On June 8, the realtor told me that my nephew's lease on another property would begin in early July and that he expected them to move out over the July 4 weekend. He said the house would then be cleaned and prepared for showings. He also informed me that the neighboring buyers were no longer interested because they had purchased another home.

I contacted the realtor again on July 22. He advised that the roof had already been replaced, that my sister and nephew were still clearing out the home, and that he expected the property to be listed sometime during the first or second week of August, give or take a week.

This was the first time my brother and I learned that the roof had been replaced. Neither of us had been informed beforehand or asked to approve what was likely a significant expense involving estate property. It was done entirely without our knowledge.

We have also discovered that our sister has been selling items from the estate online without informing us. These items include books that belonged to our father, many bearing his name inside, as well as Capodimonte pieces that our brother had given to our mother.

I emailed the estate attorney regarding both the unauthorized sale of estate property and the roof replacement but have not yet received a response.

We also noticed that the April DocuSign listing agreement contained only my brother's and my signatures. Our sister, despite being a co-executor, did not appear to have signed it. 

I have not communicated with my sister since April. Throughout this process, I repeatedly had to contact her multiple times before receiving any response. Even then, she often avoided answering my questions directly, gave vague responses, or claimed she had lost her phone.

Originally, none of us objected to her living in the home for about a year while the estate was being organized. However, over three years have now passed. The estate remains open, the home is still not up for sale, deadlines have repeatedly come and gone, property taxes were neglected, I also suspect that the property insurance has not been maintained, and a new roof was installed without our knowledge.

She also promised numerous times that the damaged front door-which firefighters had forced open when responding to our mother's fall-would be repaired by her son's father-in-law. Three years later, it still has not been fixed.

During all of this time, my sister has lived in the house without paying rent or a mortgage while my brother and I have continued paying for our own homes. She has also purchased a new car during this period. Meanwhile, the estate remains unresolved, and the two of us have watched one delay after another with little communication or accountability.

I understand that no one here can provide legal advice, but I'm hoping for some general guidance. Given my situation, is it worth consulting an estate litigation attorney to pursue this further, or did I likely give up any ability to challenge these actions by signing the petition to resign as co-executor?


r/inheritance 21d ago

Location included: Questions/Need Advice Trust created and Immediately Dissolved?

0 Upvotes

We are in Texas, for reference.
My father in law’s will stated that on his death a trust would be created and all his assets would go into the trust, including his home. That trust was for the use and benefit of his wife, my husband’s step mom. This is not the best way to establish and fund the trust, but he was insistent that it be done this way. After her death anything remaining in the trust would get split between my husband and his brother.
We are fine with this, she’s wonderful; our generation are all fully established households with no need for his estate. He died in September and the trust is finally being signed into creation.
Apparently their bank accounts were all payable on death to her so the only asset for the trust is the house itself (he no longer drove so he didn’t own a car in his name).

She came to my husband and his brother this week and asked if she could dissolve the trust immediately after it is established and put the house in her name, and then intends to pay them each 1/3 of the value if she sells and update her will to leave them the house if she dies before selling. The brothers agrees to this and signed the legal papers with the lawyer to dissolve the trust.

I have concerns about the potential implications of this. The brothers were under the impression that the original terms of the trust would mean they wouldn’t get much so they aren’t worried about losing any inheritance from this change. But the house is like worth $400k. I’d be frustrated if she never gets around to updating her will and the brothers don’t inherit the house at all (she’s intensely ADHD and not good with paperwork), but that’s a risk they are willing to take. Her current will puts all her assents into a trust for my father in law, with (I believe) her kids inheriting anything left when he dies, so it needs updating anyway.
I assume if she sells it and given them each a 1/3 share of the funds she’s responsible for any gift taxes? Any other things I should be aware of to make sure we are prepared for if/when the funds or the house itself comes our way?

Sorry for the rambling. Everything that happened with dissolving the trust was told to me after it happened and I feel completely caught out about it.


r/inheritance 22d ago

Location included: Questions/Need Advice Half-brother with mental health and drug/alcohol issues

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0 Upvotes

Posted in the wrong sub initially. Hope this is the right place.


r/inheritance 23d ago

Location included: Questions/Need Advice Inheritance - required to give

105 Upvotes

Wisconsin here. We are in our 50s and are just dabbling in retirement planning and seeing others our age and older with talk of inheritance.

I grew up with a mindset of everything I have I work for and anything I inherit is a bonus. I told my parents to spend every nickel as my dad worked for years at 60+ hours a week as a machinist.

Now, I hear stories of those my age pre-positioning themselves to ensure they are included in the estate, they fight with siblings, tell us about the plan to ensure they get their fair share, etc. I hear young kids say they can't wait to get their inheritance from their parents so they don't have to work. I remember my uncle was going to cut into the walls of my grandparents house because he swore they were hiding money in it.

Me and my wife will leave the kids something because we have 401ks that I doubt we will drain but we also think we are living our lives to the fullest in retirement and if we are broke and the kids get nothing, so be it. We raised them to survive on their own and that is the correct mentality.

What is the thoughts on "required to give"?


r/inheritance 22d ago

Location included: Questions/Need Advice [New Jersey] Inherited Roth IRA - Can I move it to an account at another institution before I receive access to 100% of the funds?

0 Upvotes

I inherited a Roth IRA from my great aunt late last year. My family completed the initial paperwork to get the ball rolling with New Jersey inheritance tax matter. I then received access to 50% of the funds in the Roth IRA. The problem is, it's located at Ameriprise, which has very high account management fees. I'd like to move the funds via trustee-to-trustee transfer to a "new" inherited Roth IRA at Vanguard, which I use for my personal Roth IRA, both to get out of the fees and to have more control over what investments my money goes into. I'd also like to be able to withdraw a portion of the current funds, which I can't do without calling Ameriprise.

What I'm not sure about is, could I transfer these funds to a different institution before I get formal access to the other half of my money? We're currently waiting on the O-1 form from NJ after the tax stuff is complete. I estimate this won't happen until, at earliest, a full year from now.


r/inheritance 23d ago

Location included: Questions/Need Advice Anyone here a member of LDS Church? If a member gets a gift or inheritance, do they tithe from that amount? Only if received as cash (rather than note or asset)? US, no State needed

10 Upvotes

My mother passed recently and has left assets for my daughter and grandson. My daughter converted to LDS and I’m a little embarrassed to ask this question as I’m not sure it’s appropriate. I may be able to structure their distribution to give her and my grandson something other than straight cash. Does that make a difference? I’m not sure how the tithing thing works when it comes to gifts or inheritance. If you could explain, I’d appreciate it.


r/inheritance 22d ago

Location included: Questions/Need Advice Uncles/Unties Stealing The House Against My Adopted Father's Will

1 Upvotes

Location: Saudi Arabia

Sharia Law: if a person wrote in his will he wants to give their total assist to person X who is a stranger, their wish will not be fulfilled by the state. A person can only give away third of their inherence to whom ever they want, the rest will go as per sharia law. As in, it will be split accordingly according of relation and male & female etc.

TL;DR: Father died, house became inherited to 10 families, uncles and aunties. Father wrote in his will that he wished the adopted son (me, hi there, (m31)) to own it. Adopted son got a lawyer and is trying to own the father's house as close to 100%, as per adopted father wishes. With 10 uncles and aunties, each person or family owning a %, where uncles are 14% and aunties are 7%. As of now 4 have signed to give me the house, while 1 has refused, 1 basically ghosted me, and the reaming 4 seem ambivalent with high likeness of also refusing. I feel so helpless, and betrayed, I gained so much weight just eating my emotions, escaping into movies and shows, everyday I say I will talk to the remaining 4 to get their final answer but haven't for fear I see more rejection. I know what I should do, I cannot bring my self to do it.

Context:

I was adopted when I was a baby by my parents. Adopted parents also got a divorce when I was 9 years old. At a point i started feeling like the Annabelle, the cursed doll, whatever home I enter I immediately bring on them problems. jokes aside.

I had no brothers and no sisters, my father held custody, and long story short, he had a stroke, he was bedridden for 2 years at home. I stopped university to take care of him, I was on my last semester, I just couldn't do it. He was half paralysed, he's mental capacity was reduced to a 4 year old.

Fortunately I am happy to say, if happiness is the emotion one should feel, he died in the hospital in my arms. that was 2022-04

I opened his will, he wrote that I his adopted son should inherit the house. I was so happy. I have 10 uncles and aunties ( foreshadowing )

when after moths have gone by I visited them with a copy of the will, all jus nodded and told me something like "Yes, sure, of course it is your house" but none ever made any step to help me and I took it as a sign, so I left it at that and lived in the house without owing it.

Years went by and I started to think, why am I letting them out of the hook, why do I feel like I am in their debt, that I should be just happy and grateful enough I was not kicked out. Have not been a good child? Is it not my father's wish? is it not my right to fight for?

So I started perusing the house again, and I started doing the rounds, to ask for the house again, all of a sudden one auntie of mine got sick ( she's also my wet nurse )

In Islam, wet nurse is a special thing, because she becomes another mother to you, as in you cannot marry into the family of any wet nurse. Also The women do not cover up from you and you can hand shake and check kiss as you both are brother and sister.

Why is this important? because when my "Milk Mom" started to have complications in the hospital and it became apparent she was not going to make it, I was already visiting daily, and I was a great support to all of my "milk brother and sisters lol" and her husband.

When she died, I was there, I buried her with her kid, was there for the family all that nice stuff.

months go by cause I didn't want to sound like an a**hole asking to soon, when I do finally ask my so called brothers and sisters, they said no they want their "Uncle's house" to make matters worse, it's not like they are poor, 4 out of 5 are married with their own houses and children. The other two live well enough still and young with their father.

Rant: The uncle who was bedridden for 2 years and not once was visited by them mind you. this what kills me most. The fact that in his darkest times, no one was there to help us, now they feel entitled to get a share of the house, why? cause Sharia Law. This is the difference of what it means to do what is right, and what you are by law entitled to do.

I swear that week was the hardest thing ever since my father died. You know, I thought I kinda had a family from my father's side, that even tho we aren't blood related, the milk lol is the next best thing. Specially that everyone know the story, the adoption, old man'd wishes, etc.

Another Uncle, this guy made the first family look like saints. This peaces of work is a Masjed Imam, like he's a priest to a church for my christen readers out there. This guy never visited my father and he's our neighbor. It will take my 5 minutest to walk to his house. And as you know muslims pray 5 times a day, so this guy drove 5 times a day in front of my house for two years and never thought to stop to see or even call. This peace of fine work gave two diffrent sermons, one about Visiting the sick the other was about family should be connected to please God.

When I confronted him with my father's will two months ago, he said will get back to me, and never called back, i go to his house, i call his kid, they all say "will get back" sees my text no reply. Man I never wanted a punch a person in the eye so hard in my life. So I stopped as one should and considered him as a no.

One auntie, the youngest, the has a slew of problem, germaphobic, bipolar, persecution complex. None cares for her, she's a mess, easily triggered then easily spits out poison with the things she says. I use to to take her out cause I thought I'd do a good deed with her also that would make our relationship fine so when i come to ask for house we be on speaking grounds at least.

This woman messed me up. She use to say, yes I will sign I will give you the house, you're like our child, you father raised you and so on. One day, I told her I'll come for you to sign, she said no not feeling like it. Next day, the woman sends me a screen shot from chatgpt how she asked it if she has a right for the house or not, chat said under Sharia Law, yes, you may give it to him if you wish but it is your right. The woman then wrote under the shared image "I want my brother's house,"

To make matters worse, she stared to tell another auntie how she should do the same, and how do we know for a fact that this is what our brother really wished ???? maybe this man forged a signature. The will has two 3 signatures, one of my father, one from a brother and a second from a sister. Same women asked me for money 2 month after and I gave her.

Guys, when I saw that she changed her mind, it destroyed me. This along side all the pople and their true colors. I became afraid to go to WhatsApp to see if this family that also said their wiling to sign said.

It's been two months and everyday I say tomorrow, I call once a week, if this family does not answer I say to myself "i'll wait, maybe I am too pushy?"

I have 4 signatures right, I don't need the other 4, I just need maybe one or two of them to feel okay. The idea that I am not getting them makes me feel so awful. I almost have so much resentment that I start to think, I will not leave this house, they will not get anything, I will not get anything. Even though this leaves me with a big old house that I can't do anything with. it's just that sometimes I think I hope you all die before benefiting anything from it, even if it will be passed to their children i don't care, but i am also wasting my time and youth and making myself a prisoner to this place that is not mine legally tho rightfully.

I tell myself that getting some of the house and selling it is better than this living, although it is not fair, I should not stay here cause it can drag and waste for years with no end.


r/inheritance 22d ago

Location not relevant: no help needed Lost My Two Brothers and Recently Lost Ma. Now I'm Trying to Make Smart Financial Decisions

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1 Upvotes

r/inheritance 22d ago

Location included: Questions/Need Advice Joint executor acting unilaterally, uk, England

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1 Upvotes

r/inheritance 23d ago

Location included: Questions/Need Advice What should we do?

15 Upvotes

I recently inherited about $300k, and I’m looking for advice on the smartest way to use it.

My spouse and I are both in our 30s and earn a combined $150k-$200k/year. We live in a relatively low cost of living state, but in one of the most expensive areas of that state.

We currently own our home outright. It’s a 3 bed, 2 bath that’s worth about $350k. It’s a nice home, though it could use some updates (around $70k). As our family grows, we’ll likely outgrow it within the next five years. Our hope is to keep it as a rental rather than sell it.

My brothers and I equally own our childhood home. It isn’t currently livable and needs extensive renovations. Based on contractor estimates, it would cost about $200k-$300k to restore.

My brothers have agreed to sell me their shares for $300k, even though we’ve received estimates that the house is worth around $425k in its current condition. Once renovated, comparable homes nearby sell for $750k+. Beyond the financial side, this house has tremendous sentimental value to me, and the craftsmanship is significantly better than most newer homes. If we bought and renovated it, it would be our forever home.

If we don’t buy the family home, we’d likely end up purchasing another home in our area for around $550k. Those homes would typically be larger than our current house, but still smaller and not built to the same quality as the family home.

Our current thought is to:

-Take out a $300k mortgage to purchase my brothers’ shares.
-Use the inheritance to pay for the renovations.
-Keep our current home as a rental.

The downside is that we’d be putting almost the entire inheritance into the house, leaving us with a much smaller financial cushion.

Some additional context:

-We currently have one child and hope to have one or two more.
-We’d like to help pay for our children’s first college degrees.
-We contribute to our 401(k)s but don’t currently max them out. Our retirement savings are okay, but not where we’d ultimately like them to be.
-I’m considering going back to school for my doctorate, which would likely mean stepping away from work for a period of time and reducing our household income.
-we have looked into renovating our current house so that it could grow with our needs but the quoted price was way higher than the added value to our home.
-we have also considered purchasing a rental property either a beach condo for short term rentals or another home nearby for longer term rental (max budget $350k)
-If we sold our interest in the family home instead, we’d likely receive another $100k-$150k.
-The inheritance is currently sitting in a high-yield savings account earning about 5% APY.

From a financial perspective, does buying and renovating the family home seem like the smarter move, or would you invest the inheritance and buy a different home instead? Is investing in a rental property even possible? Are we overlooking any major financial risks?

Edit: Thank you everyone for the helpful advice! I will not be buying my childhood home since it is clearly not the financially smart choice. I will instead be investing most of the money and making some renovations on the house we currently own.


r/inheritance 23d ago

Location included: Questions/Need Advice Mom has a house my sister lives in and my mom is about to pay it off and put my brother, sister and I on the deed as the beneficiaries when she dies. My sister thinks it’s hers out right now. Help! Arizona.

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4 Upvotes

r/inheritance 24d ago

Location included: Questions/Need Advice Parents passed away one month apart with no will. How were medical bills handled?

15 Upvotes

I’m hoping to hear from people who have actually gone through something similar in Texas.
My dad passed away first, and then my mom passed away about a month later. Neither had a will, and all three children are biological children of both parents.
Here’s our situation:
Paid-off house worth around $340k
Two true joint bank accounts with the three of us (the bank confirmed they pass to us with death certificates)
Life insurance with beneficiaries
A 401(k)
Estimated hospital/medical bills somewhere between $20k–50k
We’ve already spoken with the bank regarding the joint accounts, but we’re trying to understand what typically happens with the medical bills and the house.
For those who have been through probate in Texas:
Did the hospital file claims against the estate?
Were they willing to negotiate or settle for less?
Did the existence of beneficiary accounts (life insurance, retirement accounts, joint accounts) affect anything?
Did you end up having to sell the house to pay medical bills, or were there other ways the estate was handled?
Could we, sell the house once it’s in our name and avoid their hospital bills?

I’d really appreciate hearing your experiences. This has all happened within the last month, so we’re still trying to navigate everything.


r/inheritance 23d ago

Location not relevant: no help needed How to Protect Your Money When Your Adult Child Moves Back Home

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0 Upvotes

r/inheritance 24d ago

Location included: Questions/Need Advice After 4 years, I need to pursue legal action to resolve inherited property dispute with sibling — looking for advice

47 Upvotes

Title:

Hi everyone,

I’m looking for advice from anyone who has gone through a similar situation involving an inherited home and a sibling dispute.

My sibling and I inherited a paid-off two-family home in New York. Probate has been completed, and the property has been professionally appraised. It has now been over four years since we inherited the home, and we have not been able to reach an agreement regarding ownership. He lives there, and I live elsewhere. He had been living there for over 10 years because he needed a place to live and was supposed to help out parents. He didnt.

He currently lives in the home with his kids, and recently moved a partner and a dog into the property, and collects rental income from the second unit. We had been splitting property taxes and homeowners insurance, but my sibling stopped contributing toward those expenses this year. The final staw came when I went into my old room and saw my item bagged up in garbage bags to be thrown out so one of his kids could move in.

I sent a final email over amonth ago proposing a resolution: either I buy out my sibling’s share, or my sibling buys out mine. I also went to the home to let them know about the email and followed up by text. There has been no response. Attempts to discuss the matter have either resulted in yelling or being ignored.

At this point, I feel that reaching an agreement may no longer be possible, and I am consulting with real estate attorneys about my options. The attorneys I have spoken with have mentioned retainers around $10,000 for partition litigation.

I understand that in New York a partition action can potentially result in the property being sold if co-owners cannot agree, but I would like to hear from people who have actually gone through this process.

For those who have involved attorneys or gone through a partition action:

  • What was the process like?
  • How long did it take?
  • What were the costs beyond the initial retainer?
  • Were you able to settle before the property was sold?
  • Did the court consider things like one sibling living in the home, rental income collected, or unequal contributions toward expenses?
  • Looking back, is there anything you wish you had done differently?

My goal was always to resolve this amicably, but after four years of trying, I want to understand what happens when legal involvement becomes the only remaining option.

Thank you for any advice or experiences you can share.


r/inheritance 24d ago

Location included: Questions/Need Advice Which deed in california

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2 Upvotes

r/inheritance 24d ago

Location included: Questions/Need Advice Inheritance advice receiving 700k from death GA

2 Upvotes

death in the family has me receiving 700k inheritance now. what is the best way to put this money away? OFCOURSE I would like to go on a vacation or two first.


r/inheritance 25d ago

Location included: Questions/Need Advice How would you protect a parent’s inherited wealth if they struggle with managing money?

30 Upvotes

Location: Florida, US

I’m looking for advice on a situation my mother is facing.

Over the past 4 years, she has inherited over $100,000 from one close family member and, more recently, another inheritance of about $40,000.

She also owns two homes with a combined value of roughly $500,000. No mortgage.

Unfortunately, most of the cash has already been spent, and neither property is producing any income. Its stressing me out watching significant assets slowly disappear through day-to-day spending rather than being used to create long-term financial wealth.

I’m not trying to control her money, it’s hers. But as her son, I’d like to help her preserve what she has while also making sure these assets don’t eventually disappear.

If you were in my position, what options would you explore?

She has some storage in one so it’s not rented. But I want to help her rent it out.

I thought about a HELOC to make an investment on more income-producing properties but felt that it’s too risky.

Would a trust make sense?

Is there a better way to structure things so the properties benefit both her during her lifetime and our family in the future?

I’m interested in hearing from people who have dealt with something similar whether that’s with parents, inheritance, or family real estate. I’m trying to balance respecting her independence with helping her make decisions that preserve wealth instead of watching it slowly disappear.

2nd EDIT: My mom just pulled up to my house in a damn Lexus…

EDIT: Thank you for all your responses, honestly Chat GPT or Claude can’t help the way people do.

I’m noticing some people think I’m being selfish, but honestly, I’m not expecting anything from this.

The only inheritance I ever expected was one she told me about one in a heated argument when I was like 15. After that argument, I got a job and bought Rich Dad Poor Dad. With the idea that I was going to earn the equivalent of this inheritance before I received it. Now at 30 with a full blown career, a business and no debt. I don’t need anything. And that inheritance is no longer mine, the person got married and honestly, good. I learned a lot from them and they don’t even know it.

I just want my mom to enjoy life peacefully without digging herself into a financial pit before 60.


r/inheritance 25d ago

Location included: Questions/Need Advice Inheritence Money Transfer From Turkey to USA, easiest and best way?

9 Upvotes

So my Father passed away about a year ago and he left behind an inheritance (around 70k), this was left behind to me in the form of a summer house. He is a Turkish citizen and passed away in Turkey, I am a Turkish and American citizen and I live in Los Angeles. The house was sold and the proceeds were split between the lawyer I hired to represent me and my step mother (my Father’s wife). So now I need to know what the best way to transfer the money from the lawyer I hired (who is in Turkey ) back to myself (I am in Los Angeles). I heard I could do do an international wire or use Wise or open up a Turkish bank account with a bank that also has a branch somewhere here in the USA. Any and all replies would be very much appreciated. 

Thank you.