Some estimates suggest that around $70 trillion in assets will pass down from older generations to younger generations in the next two decades. If you're on the receiving end of some additional wealth ...

Receiving a large financial windfall like an inheritance isn’t something to take lightly. While you might be tempted to immediately spend your new funds, experts recommend taking a moment to analyze ...

Thanks to the 7-year rule, some people can say goodbye to Inheritance Tax, as it will allow some assets to be exempt from tax ...

Receiving a large financial windfall like an inheritance isn’t something to take lightly. While you might be tempted to immediately spend your new funds, experts recommend taking a moment to analyze ...

“What should I do with the money I inherited from my mom?” my friend texted me. “The check has been sitting on my sideboard for two months.” Her paralysis is understandable. Many people who inherit ...

Thomas J Catalano is a CFP and Registered Investment Adviser with the state of South Carolina, where he launched his own financial advisory firm in 2018. Thomas' experience gives him expertise in a ...

The study also finds that among those expecting to receive an inheritance, more than half (57%) say it is "critical" or "highly critical" to their long-term financial security. For Gen Z and ...