A recent Wall Street Journal article showed that older Americans have $110 trillion in wealth, more than any other group. Because they’re living longer, they aren’t passing all of that down to younger ...

Ed Lyon, a pioneering urologist at the University of Chicago, wanted his retirement account to go to his 36 grandchildren. Seven years after his death, his heirs are still fighting to make that happen ...

Benjamin Franklin referred to death and taxes as "the only certainties in life." And the inheritance tax touches on both. It's a levy on money, property or other assets a person leaves to others after ...

Actually, at first, I created and stored a holographic will. It is easy and costs nothing, so I thought, “This should be fine for now.” But as I looked into it further, some points kept bothering me.

Maryland holds a unique position in the American tax structure as the only state in the U.S. that levies both an estate tax and an additional inheritance tax.. For residents and their heirs, this dual ...

Inheritance disputes within families have jumped in recent years due to changes in how and where we live, according to lawyers, who warned of the urgent need for people to get their affairs in order ...

Inheritance tax is the gift that keeps on giving to the chancellor but for families mourning loved ones it can be a complicated minefield to get right at an already difficult time, with an avalanche ...

The widow and two daughters of LG’s former chairman sought to invalidate an inheritance agreement, claiming they were deceived into forfeiting their rightful inheritance. By Daisuke Wakabayashi and ...

America’s adult children say they are ready to manage that inheritance now. Their parents might disagree. A report from Fidelity Investments sheds new light on an estate-planning generation gap. Aging ...