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 ...

Receiving an inheritance can be both emotional and overwhelming. In this episode, we walk through the first five financial moves to consider—helping listeners avoid common pitfalls, make thoughtful ...

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 ...

Our goal is to help families align emotionally and financially, so that inheritance strengthens relationships instead of straining them.” — Bryan Walley, CEO of ...

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 ...