Reply to How to Keep Inheritance Separate

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[quote=Anonymous]I've recently inherited $300K.  I'd like to keep this separate from marital assets so that it will go to my parent's grandchildren (my children with my spouse), NOT to any potential future spouse of my partner or children of my partner and a future spouse, should I die and my partner remarries and has future children.  What do I need to do to keep this inheritance separate other than pay taxes on this amount from this amount?  Is it possible to keep this separate if I move it to the brokerage firm with my retirement and current brokerage account are at?

The inheritance is currently at a new to me brokerage firm which has been one bad experience after the other (lack of communication, misinformation, failing to send information they said they would send, making sales without communicating to me in advance, but still sending me lots of info on products they want me to buy).  Can I move it to my current brokerage firm but somehow keep it separate?  How would I do that?  I realize I can ask the brokerage firm.  I'm asking here because I don't completely trust big company reps.  I've been given enough bad advice/inaccurate info in the past and I realize $300K is a lot to me but a rounding error to these large companies.[/quote]

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