My husband and I have a joint investment account with $500,000 in it. It’s money I came into the marriage with 20 years ago ...

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

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

“Say your inheritance suddenly doubles your retirement savings,” Harder said. “You no longer need to maintain the same risk profile. In fact, you may decide to take a more aggressive approach, either ...

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

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

Stellantis and Ferrari Chairman John Elkann and his siblings Lapo and Ginevra have settled a tax dispute in Italy over the ...

A woman seeks advice after her mother requests her inheritance to help with a mortgage, exposing years of financial strain ...

Rachel Reeves' inheritance tax (IHT) grab has led to a surge in the wealthy using life insurance policies to shield their ...