If I sold the properties I would have enough to retire right now. I talked to my husband about it and we decided to sell the ...

Dear Liz: I own several properties. I have a living trust that names my two minor children as beneficiaries. I’ve told my attorney that I want to transfer the properties to my children using the ...

The state of Texas does not want your inheritance. It may end up with it anyway. Blame it on Chapter 551, an obscure part of the Estates Code that is unhelpfully named “Payment of Estates into ...

Imagine that you and your spouse are living your retirement dream in, say, Ecuador. Then your spouse dies and you discover that you now share ownership of your Ecuador dream home with your deceased ...

More than 50,000 self-invested pensions could face a “liquidity crisis” when inheritance tax changes come into force in 2027.

As conversations around intergenerational wealth grow, many South Africans may be unsure about how to best handle inherited properties. Whether you’re planning to hold onto, sell, or invest further, ...