Consider tracking capital improvements, using the principal residence exemption or putting the property in your children’s ...

The article explores how charitable values, donor-advised funds, and estate bequests can make inheritances more meaningful during the Great Wealth Transfer.

Old-fashioned share certificates found while clearing out late father’s things weren’t just pretty pieces of paper ...

In the following exclusive for IFA Magazine, Simon Dodd, Head of Products and Marketing at Dudley Building Society, explores ...

Getting hitched isn’t just about celebrating a big day with all your friends and family, or even putting a nice, sparkly ring on it. Marriage actually comes with a whole heap of financial benefits, ...

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While Grim Reaper guides you to the afterlife, Uncle Sam will be escorting your heirs to the IRS. Death can be a tax-triggering event, with two in particular you should be aware of: the estate tax and ...

EXCLUSIVE: Lionsgate Television is expanding its young adult content, optioning Jennifer Lynn Barnes’ bestselling book series The Inheritance Games for development as a scripted series. The project ...

A lesser-known inheritance tax loophole is allowing families to save significantly on their IHT bills – and financial advisers say they are using it with more clients than ever since chancellor Rachel ...

Javascript must be enabled to use this site. Please enable Javascript in your browser and try again. Dive into Senior Planet’s podcast Aging Rewired for ...

If you’re biding your time until Mom or Dad or that rich uncle dies, passing their wealth to you, then prepare yourself for a shock: Most of us will never inherit. Inheriting money from a departed ...