Receiving an inheritance while grieving can be overwhelming. Experts share common financial mistakes to avoid so you can ...

A sudden windfall while grieving can be an emotional minefield, particularly for younger adults. Experts share ways to handle it wisely. By Lisa Rabasca Roepe Michael Hay knew his mother was ...

Inheritance taxes are taxes that a person needs to pay on money or property they have inherited after the death of a loved one. Here are the basics. An inheritance tax is a state tax that you pay when ...

Bari Tessler is a financial therapist who helps clients navigate issues like inheritance. She shared tips she often gives them to help them understand their relationship with money. Tessler recommends ...

Planning for retirement requires a road map that is unique to each individual. The expectation of guaranteed income from employer-sponsored pension plans or public safety nets is dwindling away.

What would you do if you inherited a significant chunk of cash? With baby boomers projected to pass down over $84 trillion to their heirs over the next two decades in what’s called the “great wealth ...

The so-called great wealth transfer has been brewing for years as the historically affluent baby boomer generation begins passing on their estimated $68 trillion worth of assets. Over half of ...

When it comes to inheritance, some clients are convinced that their parents have made proper arrangements on their behalf. Even when parents have used qualified lawyers and other advisors to do this, ...

Over the next decade, millennials are expected to inherit over $68 trillion from their baby boomer parents, according to an Oct. 2019 study from real estate firm Coldwell Banker. If this prediction ...