Mukilteo Beacon - Your Hometown News Source

Take your time, plan wisely when you inherit

 

October 10, 2018



Dear SharonAnn

My favorite aunt passed away last year, and I inherited $2,500,000 after her probate. The check came last week. It has been a nightmare! I am a pharmacist and know a lot about medicines but very little about managing money.

I am puzzled. How could anyone know about this bequest? Lots of sales calls are coming in. What am I supposed to do next? Suddenly I am everyone’s new best friend. My aunt’s advisors are reaching out to me, and they have offered everything from annuities to real estate. But they live in Chicago, and I live in Edmonds. My bank e...



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