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 ...

If someone leaves you money in their will but you don’t want to wait until probate ends to claim it, you might consider getting an inheritance advance. An advance against an inheritance allows you to ...

If you pass away and leave property, money or possessions to a loved one, your estate may owe a tax to the government. While there is no federal inheritance tax, some states do require that some ...

Receiving an inheritance can be a financial game-changer. And while it’s nice to receive an unexpected inheritance late in life, it’s even nicer to be able to build this money into a financial plan ...

Could you clarify a passing comment that you made in your article last week. You used the phrase “by blood”. Are you drawing a distinction with uncle or aunt by marriage versus an uncle or aunt “by ...

Rachel Reeves could be set to introduce more changes to Inheritance Tax, a report claims, including a possible cap on lifetime gifting. Under current rules, if someone lives for more than seven years ...

Explain some of the issues around inherited assets in a divorce Describe what should happen to assets before the divorce has happened Identify when discussion of inherited assets should take place ...

Major changes to Inheritance Tax rules mean your pension pots could be raided even if you haven't reached retirement age yet. Under current rules, there is no Inheritance Tax to pay if you inherit a ...

Giselle M. Cancio has over 10 years of editorial experience and content development in personal finance, education, travel, and sports. Her work has been published on NerdWallet, the Associated Press, ...