More than $100 trillion in household wealth is expected to be passed down as part of the Great Wealth Transfer, the largest ...

EXCLUSIVE: An inheritance tax expert has explained a few of the most "effective" ways to reduce taxable estates.

I'm inheriting my elderly parents’ $680K portfolio managed by an adviser with a 1.75% fee. Should I fire him? Not only have ...

One of the most successful and celebrated stock pickers of all time, Berkshire Hathaway (NYSE: BRK.A)(NYSE: BRK.B) founder ...

Though the idea of receiving a windfall because someone has died is somewhat morbid to contemplate, it's an important reality to reckon with. If you're expecting an inheritance that could change ...

Every time a generation receives x amount of wealth, they need to give some tax out of that. It’s only fair.” While he ...

Estimating inherited wealth, especially over decades, is as much art as science. Current trends on asset values, bequests, charitable giving and the lifespans and spending rates of the wealthy all ...

Prepare your children for responsible inheritance management with financial literacy, estate planning, and value-based ...

The Great Wealth Transfer is underway, and Gen X and millennials are expected to inherit about $85 trillion by 2048, ...