Inheritance Funding reports that inheritance tax limits vary by state. Close relatives often avoid taxes, whereas distant ...

Take Becka, a hypothetical married mother of three who inherited her mom’s individual retirement account (IRA). She needs to ...

That’s why Isabella was shocked when, on a recent phone call, her mother told her that she planned to spend every cent she ...

Giving gifts can be a way to pass on wealth and reduce the inheritance tax bill on your estate but do it wrong and you could ...

My son had no financial input into that property.” (Photo subjects are models.) - /iStockphoto Dear Quentin, Instead of ...

Your 401(k) doesn’t just disappear when you die. Here’s how it’s transferred, who gets it, the tax impact, and why ...

Answer: Under current rules, unspent pensions can usually be inherited completely tax-free if someone dies before age 75, ...

Getting an inheritance is the epitome of a mixed blessing. You receive a financial windfall, but the cause is the death of a loved one. On top of complicated emotions, you may be dealing with the ...

As Britain undergoes a huge shift in who holds wealth, from generations to gender, more people are realising they need expert ...

The Allworth Advice is that donor-advised funds can be a smart, tax-efficient way to manage your giving, especially if you're ...

You may have seen one of the many headlines about valuable pennies in circulation. "Lincoln Wheat Penny Worth $124M You Could ...

In the case of redevelopment of a flat by an individual or an HUF, the “transfer” is deemed to occur in the year in which the ...