Nearly all adult children, 95%, say they’re ready to manage their inheritance. One-quarter of parents do not agree. If boomer ...

When a beneficiary refuses to accept an inheritance but won't formally disclaim it, executors can find themselves stuck in ...

Adult children are increasingly asking parents to share wealth while they are still alive, but the legal, tax, and emotional ...

Imagine Julia, a 45-year-old who’s set to receive a $50,000 inheritance from a distant aunt. She’s been diligent about paying ...

If you know you’re receiving an inheritance, you’ve seen the estate documents, your benefactors have given you a specific ...

From April 2027, pensions will be included as part of your estate for inheritance tax purposes. So how can you reduce ...

A quick and easy paperwork change could avoid your children paying inheritance tax on your pension if you act now. Here’s how ...

Missouri inheritance laws are fairly tax-friendly, as the state doesn’t have an inheritance or estate tax. You will, however, be responsible for federal inheritance taxes should the inherited estate ...