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 ...

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

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 ...

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

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

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

The largest wealth transfer in history has begun. It doesn't mean you have to accept everything bequeathed to you. Here's ...

The American Dream faces structural barriers that compound over decades, new Fed data shows. From ZIP codes to trust funds, ...

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

When we think about inheritance disputes, we often picture family members clashing over houses, bank accounts, or jewelry.

New research claims that the government could achieve its inheritance tax goals on pensions without burdening grieving ...