Nearly all adult children, 95%, say they’re ready to manage their inheritance. One-quarter of parents do not agree. If boomer ...

Adult children are increasingly asking parents to share wealth while they are still alive, but the legal, tax, and emotional ...

If you know you’re receiving an inheritance, you’ve seen the estate documents, your benefactors have given you a specific ...

Some stories quietly test what words like empathy, love, kindness, and even family mean in the real world. They don’t announce themselves as dramas at first, but slowly reveal how absence can matter ...

Imagine Julia, a 45-year-old who’s set to receive a $50,000 inheritance from a distant aunt. She’s been diligent about paying ...

Inheritance trusts take on critical importance in wealth management, particularly for multi-generational families. The term might come across as complex but in essence, inheritance trusts involve ...

Thomas J Catalano is a CFP and Registered Investment Adviser with the state of South Carolina, where he launched his own financial advisory firm in 2018. Thomas' experience gives him expertise in a ...

A quick and easy paperwork change could avoid your children paying inheritance tax on your pension if you act now. Here’s how ...

There's a lot of confusion about how things work when you receive property after someone's death. Get the facts here. The death of a loved one is always a difficult time. The last thing most people ...

Major changes to Inheritance Tax rules mean your pension pots could be raided even if you haven't reached retirement age yet. Under current rules, there is no Inheritance Tax to pay if you inherit a ...