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

Inheritance Funding reports that an inheritance advance can help pay off debt, but consider costs, emergencies, and potential ...

Have an issue with your financial planner or looking for a new one? Email questions or concerns to [email protected].

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 ...

By telling your kids that an inheritance is coming, they can enjoy it earlier. In the years when they are building a career, ...

Recent research from Shepherds Friendly shows that those in their 20s are the most likely age group to invest, with more than ...

A new inheritance can feel overwhelming. Start by keeping the money safe and working for you in an account that earns a solid return while you plan next steps.

He is also faced with decisions that will affect his financial future: Ryan’s mother left him a portfolio of mutual fund ...

Savers are making rash decisions with their money as the spectre of the Budget next month looms, experts warn.

If you inherit assets you plan to sell, there’s good news. The step-up basis at death resets the cost basis for the inherited ...

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

"I expected to pay about 15% in capital-gains tax." (Photo subject is a model.) ...