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 ...

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

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 ...

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