Here's what happens to your bank account when you die, from joint ownership and beneficiaries to the probate process.

Liam generally has 10 years from the date of his sister’s death to fully withdraw the funds from the inherited 401 (k), once it's transferred into an inherited IRA. All withdrawals are subject to ...

Another approach to guilt-free spending in retirement is the spend the gains rule, says Gates. With this strategy, if your ...

Citi, a Forbes Advisor partner, is running a limited-time offer on the just in time for the holidays. New cardholders can ...

Well-heeled entrepreneurs, their children, and experts give their take on how passing along wealth impacts families, for ...

Choosing an estate beneficiary can be tricky, especially with family tensions. Here’s how to decide fairly and keep disputes to a minimum.

A spendthrift clause in an estate plan can protect an inheritance from a financially irresponsible child's debts and poor ...