Dear Quentin, My husband and I have a joint investment account with $500,000 in it. It’s money I came into the marriage with ...

Your children are too young to legally own real estate in their own names, so some kind of guardian or trustee would need to ...

Some heirs have time to prepare. They know how much they’re going to get because a parent, grandparent or spouse has told ...

What was supposed to be a simple reading of the will turned into a whirlwind of family secrets, accusations, and unresolved tension. One of our readers, Benjamin, is caught between his family’s ...

Trusts are surging in popularity as a way to avoid inheritance tax, according to financial advisers on the frontline of ...

In the event you suddenly receive a windfall of money, there is no question that it can make anyone nervous and excited. The ...

Plenty of boomers say they are open to passing down an early inheritance, but financial planners say their adult kids don't ...