My husband and I live in Arizona, which from my understanding is a community-property state. We moved here eight years ago from Illinois. I’m about to get money from a late relative’s trust. We want ...

A new inheritance can feel overwhelming. Start by keeping the money safe and working for you in an account that earns a solid return while you plan next steps.

Beyond the tax implications, you need to make a smart plan for how to make the money last ... immediate family about the inheritance. If word gets out, you may find yourself targeted by people trying ...