An inheritance tax is a state levy on the assets an individual receives as part of an inheritance. The rules on inheritance ...

Not all inheritances are blessings. From timeshares to small businesses, these are some of the worst assets to receive or ...

When my father passed away in 2013, my sister and I learned that we were the joint beneficiaries of his life insurance policy. We knew that Dad intended this money as a strings-free gift. His final ...

Parents who don't effectively communicate estate plans to their children set them up to fail financially, emotionally and ...

Disclaimers are one way to tackle tax problems and family wealth-planning issues posed by inherited IRAs.

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 ...

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 ...

Lucy Lazarony is an experienced personal finance journalist and writer who got her start in 1998 writing about financial topics. She writes accessible and easy-to-understand articles about credit, ...