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

When parents leave one child a larger inheritance and expect that child to "share for peace," they are effectively ...

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

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 someone close to you has died, the last thing you may want to talk about is money. However, in order to honor their final wishes, you’ll need to follow their will (if they left one) or potentially ...

Inheritance trusts take on critical importance in wealth management, particularly for multi-generational families. The term might come across as complex but in essence, inheritance trusts involve ...