Two financial phenomena are happening at once: Millennials are increasingly putting off having kids, or having fewer than they'd prefer, due to financial reasons. At the same time, boomers are ...

Many parents avoid disclosing exact inheritance amounts, which financial advisors see as a wise move. Why experts say it can ...

None of us will be there to make sure the transfer of our assets goes smoothly after death, so the time to plan and prepare is while you’re still alive. There’s a common misconception that estate ...

When I talk with families about their long-term financial plans, the conversation almost always turns to inheritance and taxes. Lately, especially with the constant headlines about the “great wealth ...

If you inherit multiple investments, the order you sell them in will make a big difference. Capital losses offset gains, ...

Your 401(k) doesn’t just disappear when you die. Here’s how it’s transferred, who gets it, the tax impact, and why ...

Inherited assets from your loved one, whether in the form of cash, stocks or real estate, can be subject to inheritance taxes, depending on your relationship and inheritance value. While most states ...

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

None of us will be there to make sure the transfer of our assets goes smoothly after death, so the time to plan and prepare is while you’re still alive. Consult with an estate planner to craft a ...