New perspective highlights why clarity and communication matter more than dollar amounts When people feel heard and ...

While federal rules shield the majority of families from paying death taxes, state-level policies tell a far more varied ...

You might have heard whispers about the greatest wealth transfer in history. Baby boomers are supposedly sitting on mountains ...

Families are increasingly disputing inheritances, as age-related and economic factors force a tussle over the last will and testament of loved ones. What should you do if you find yourself in the ...

Some states have estate taxes with low thresholds that many people can reach. Learn which states have them and how they could impact your inheritance.

Bari Tessler is a financial therapist who helps clients navigate issues like inheritance. She shared tips she often gives them to help them understand their relationship with money. Tessler recommends ...

Research predicts that millennials are due to hold five times as much wealth as they do today by 2030 as they're estimated to inherit over $63 trillion from boomers. But younger generations are more ...

Planning for retirement requires a road map that is unique to each individual. The expectation of guaranteed income from employer-sponsored pension plans or public safety nets is dwindling away.

An inheritance won’t affect your Medicare eligibility or benefits, but the extra income could raise some premiums or affect your eligibility for income-based programs. Medicare rules can be complex.

The government raked in a record amount of cash from inheritance tax, as receipts for the unpopular levy were boosted by frozen thresholds sucking in a record number of taxpayers and ballooning asset ...