A Ramsey Show caller inherited $10 million from his father, while his two estranged sisters received nothing. Should he give ...

If you inherited stocks, mutual funds, or other investments in a taxable account, you’ll be able to take advantage of a ...

Most of us think of an inheritance as a good thing — something you would never dream of turning down. But believe it or not, there are times when saying “no, thanks” to an inheritance actually makes ...

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 ...

A large inheritance isn't the most common occurrence, with only 21% of Americans receiving one, but 21% of the U.S. population is still nearly 70 million people, and you'll want to be fully prepared ...

One of the maddening things about our financial services industry is how slowly it has been innovating to help the growing ranks of the relatively rich and retired. Take equity release mortgages. They ...

For families looking to build generational wealth, owning a home is often one of the key steps toward creating an asset to pass on to their children. But in Pennsylvania, transferring that home and ...