The concept of an inheritance is well known — but "inheritance," as defined by the average person and by the law, can often be two very different things. Specializing in trust services, I’ve crafted ...

Rajeev Dhir is a writer with 10+ years of experience as a journalist with a background in broadcast, print, and digital newsrooms. Suzanne is a content marketer, writer, and fact-checker. She holds a ...

Forbes contributors publish independent expert analyses and insights. I am the President of Diversified, a CFP and author. Many people plan to leave an inheritance for their loved ones, but a growing ...

David Gorton, CPA, has 5+ years of professional experience in accounting. He teaches accounting, helping promote financial education and awareness. Lea Uradu, J.D., is a Maryland state registered tax ...

How you manage an inheritance can change your life. We’ve all heard stories about individuals who passed away quietly after a life of frugality, keeping their estate plan a secret and leaving a ...

An inheritance often is seen as a financial windfall, but there are times when people may want to consider saying thanks, but no thanks. Receiving a sizable gift, if not structured properly, can have ...

If you’re expecting a life-changing windfall when your boomer parents die, take heed: Only one-fifth of the “Me” generation expect to leave an inheritance. A new study from Northwestern Mutual, the ...

Tax events occur all through your life, and then there's the after life. Yes, death can be a tax-triggering event. And there are two you should be aware of: the estate tax and inheritance tax. Many ...