Tag: how to handle an inhertiance

Heir Not So Apparent

August 5, 2025

A fascinating piece recently found in The Telegraph… https://www.telegraph.co.uk/money/tax/inheritance/inherit-100m-im-giving-it-all-away/ I’m sure we’re going to have quite a few opinions on it. Personally, I’m not sure if inheriting more than $10 million in cash or its equivalent is really beneficial to most people. (Full disclosure: I inherited. The benefits and drawbacks have pretty much cancelled each … More Heir Not So Apparent

The Debt to Cash Dilemma

February 24, 2025

I received an email recently concerning personal finance. A reader of the blog had received a modest inheritance, all cash, from a deceased relative. Their present financial situation is the following: they have a steady job with a fairly good income with some savings. Their expenses are modest, having read and followed much of my … More The Debt to Cash Dilemma