New perspective highlights why clarity and communication matter more than dollar amounts When people feel heard and ...

Receiving an inheritance while grieving can be overwhelming. Experts share common financial mistakes to avoid so you can ...

Don't want to leave a legacy of family bickering and acrimony? Below are eight of the most common inheritance mistakes and how to prevent them in the future.

So you don’t have aging parents with hefty investment portfolios — what now?

Bari Tessler is a financial therapist who helps clients navigate issues like inheritance. She shared tips she often gives them to help them understand their relationship with money. Tessler recommends ...

A sudden windfall while grieving can be an emotional minefield, particularly for younger adults. Experts share ways to handle it wisely. By Lisa Rabasca Roepe Michael Hay knew his mother was ...

Research predicts that millennials are due to hold five times as much wealth as they do today by 2030 as they're estimated to inherit over $63 trillion from boomers. But younger generations are more ...

An inheritance won’t affect your Medicare eligibility or benefits, but the extra income could raise some premiums or affect your eligibility for income-based programs. Medicare rules can be complex.

The widow and two daughters of LG’s former chairman sought to invalidate an inheritance agreement, claiming they were ...

Planning for retirement requires a road map that is unique to each individual. The expectation of guaranteed income from employer-sponsored pension plans or public safety nets is dwindling away.

Martin Lewis has revealed two crucial marriage rules concerning inheritance tax. There is no inheritance tax on assets left between spouses, married or civil partners. This exemption applies ...