An inheritance can add to your finances, but taxes may reduce the amount that reaches you. Some states tax beneficiaries directly, while separate estate taxes may apply before assets are distributed.

You’re rattling around in a large family home that’s too big to manage, while your children and grandchildren are cramped in ...

A single life event like an inheritance or home sale can complicate your tax situation. Some of these tax triggers may change ...

Looming inheritance tax changes will limit how much pension wealth can be passed on but more people may now be maxing out their loved ones’ JISA allowance instead.

For many families, charitable giving is about more than generosity — it’s about legacy. The good news is that, with proper ...

The Trust Registration Service received a flurry of filings last January, the most recent period for which data is available.

New company addresses one of the most emotionally and financially challenging moments families face Inheritance can ...