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Recent news which mentions Inheritances

Women will get most of the $124 trillion 'great wealth transfer.' Here's why

March 12, 2025

Wealthy leaders share financial advice they gave their kids: Invest early, learn from failure — and think carefully about inheritance

January 23, 2025

56% of Americans say their parents never discussed money with them. How experts recommend getting the conversation started

November 27, 2024

The great wealth transfer is underway — here's how to prepare

October 24, 2024

IRS announces bigger estate and gift tax exemption for 2025

October 22, 2024

Inherited IRA rules are changing in 2025 — here's what beneficiaries need to know

October 17, 2024

How long you may live is one of retirement planning's biggest unknowns. How experts say to get the best estimate

June 30, 2024

Here's how to avoid getting 'hammered' on inherited individual retirement account taxes, experts say

May 06, 2024

IRS waives mandatory withdrawals from certain inherited individual retirement accounts — again

April 19, 2024

New billionaires getting rich via inheritance rather than entrepreneurship in 'great wealth transfer'

November 30, 2023

Here's the best way to 'protect your money and your legacy,' advisor says

April 21, 2023

FDIC coverage limits may be raised above $250,000 again. How experts say you can have more of your deposits insured

March 27, 2023

Families get these 3 things wrong about estate planning, advisor says

March 10, 2023

When it comes to passing wealth on to kids, women have very different ideas to men

March 10, 2023

Op-ed: Here are 5 questions to ask your financial advisor before the end of the year

December 19, 2022

Here are some things to think about before deciding to retire in another state

December 09, 2022

Over 10 years, 43% of first marriages can fail. Here's why couples might want a postnuptial agreement

November 27, 2022

Op-ed: Here are 3 year-end strategies for high-net-worth families to consider

November 07, 2022

Almost half of the ultra-rich haven’t figured out how to pass on their wealth, research finds

October 24, 2022

The wealthy now have more time to avoid estate taxes, thanks to an IRS change

July 21, 2022

Estate planning 101: the do’s and don’ts, what to expect to pay and what your options are

June 20, 2022

Getting an inheritance or winning the lottery can create serious emotional and financial challenges

May 03, 2022

67% of Americans have no estate plan, survey finds. Here's how to get started on one

April 11, 2022

Here's how to settle your loved one's estate after they pass away

March 24, 2022

Remarrying? Here are financial considerations to keep in mind before saying ‘I do’

March 07, 2022

Required withdrawals from IRAs and 401(k) plans are now based on more generous life expectancy tables. Here's what to know

March 03, 2022

When it comes to a will or estate plan, don't just set it and forget it

March 01, 2022

Here's how the new IRS life expectancy tables affect required withdrawals from IRAs, 401(k) plans

January 19, 2022

What happens to your digital assets and cryptocurrency when you die? Even with a will, they may be overlooked

January 18, 2022

Your ex-spouse could inherit your money. How to avoid this and other estate-planning mistakes

January 09, 2022

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