How to avoid the question, "Why did my parent do this?" at a time when no one can answer.

In the popular imagination, receiving an inheritance always sounds like a good thing — after all, who doesn’t want a financial windfall? And inheritances can certainly be life-altering events. But ...

Inheritance Funding reports that probate delays can be minimized by personal representatives through clear communication, ...

When we hear the term inheritance, many envision a generous lump sum of cash being passed down and a quick, easy way to get ahead financially. Yet, quite often, the opposite ensues, and a battle might ...

How is the amount of an inheritance advance determined? When advancing an inheritance, companies offer heirs immediate access to their funds by buying a portion of their expected inheritance. It can ...

Last week, the IRS confirmed that most nonspouse beneficiaries have 10 years to deplete inherited retirement accounts and must take yearly required minimum distributions, or RMDs. The rule applies to ...

Q. I have a mutual fund account that I want to leave to my youngest grandsons, who are 2 and 4 years old. I am 88, and I want them to get the money when they turn 21. I am thinking of using a Uniform ...

Learn about the ongoing multi-trillion dollar U.S. wealth transfer and how you as a benefactor or heir can make the most of it through estate planning.

Navigating taxes after inheriting assets can be complex. Legal heirs can file the deceased's tax returns and receive refunds, ...

According to Fidelity’s latest Family and Finance study, a large percentage of Americans are planning to remain quiet about how much money they will leave to their heirs. A full 35% don’t want their ...