After years of careful saving, a man built up $300,000 in investments while his sister spent more freely. When she demanded a ...

My husband and I live in Arizona, which from my understanding is a community-property state. We moved here eight years ago from Illinois. I’m about to get money from a late relative’s trust. We want ...

Plowing all your money into the market can feel like pushing all your chips onto the table at the casino, but there are ways ...

An inherited IRA lets you keep retirement savings in a tax-advantaged account, but you’ll need to follow strict distribution ...

I plan to leave them an inheritance, but perhaps more importantly I want to teach them to make good financial decisions on ...

Despite women being set to inherit a substantial share of the £90.8trn great wealth transfer, they will invest significantly ...

Recent research from Shepherds Friendly shows that those in their 20s are the most likely age group to invest, with more than two-thirds having money in stocks and shares or other vehicles. They can ...

A landmark study found that 60% of failed wealth transfers result from poor communication or lack of trust between ...

Myself and my daughter want to go in together on a house - but I don't want her to be landed with a tax bill when I die, or ...

Beyond the tax implications, you need to make a smart plan for how to make the money last. An often cited statistic from a 20-year study by The Williams Group of 3,200 families says that 70% of the ...

Though they're often mistaken for simple tax tools, endowments actually provide liquidity, protection against creditors and ...

Many Americans are banking on an inheritance instead of saving. But health care, debt, and taxes on family homes could shrink ...