New perspective highlights why clarity and communication matter more than dollar amounts When people feel heard and ...

So you don’t have aging parents with hefty investment portfolios — what now?

Receiving an inheritance while grieving can be overwhelming. Experts share common financial mistakes to avoid so you can ...

The wealthy aren’t just transferring their money. They’re making the most of tax laws and involving their heirs in estate planning.

Don't want to leave a legacy of family bickering and acrimony? Below are eight of the most common inheritance mistakes and how to prevent them in the future.

A sudden windfall while grieving can be an emotional minefield, particularly for younger adults. Experts share ways to handle it wisely. By Lisa Rabasca Roepe Michael Hay knew his mother was ...

Bari Tessler is a financial therapist who helps clients navigate issues like inheritance. She shared tips she often gives them to help them understand their relationship with money. Tessler recommends ...

An inheritance won’t affect your Medicare eligibility or benefits, but the extra income could raise some premiums or affect your eligibility for income-based programs. Medicare rules can be complex.

The widow and two daughters of LG’s former chairman sought to invalidate an inheritance agreement, claiming they were ...

Planning for retirement requires a road map that is unique to each individual. The expectation of guaranteed income from employer-sponsored pension plans or public safety nets is dwindling away.