Nearly all adult children, 95%, say they’re ready to manage their inheritance. One-quarter of parents do not agree. If boomer ...

Many parents avoid disclosing exact inheritance amounts, which financial advisors see as a wise move. Why experts say it can ...

Forbes contributors publish independent expert analyses and insights. Ashley L. Case, J.D., LL.M., writes about tax and estate planning. Few things can complicate the otherwise straightforward matter ...

Want to stay current with Arthur’s writing? Sign up to get an email every time a new column comes out. In Oscar Wilde’s celebrated 1895 comedy, The Importance of Being Earnest, one of the protagonists ...

A reader is at odds with her husband over whether to include her difficult stepson in an inheritance of her late father’s ...

In what’s being described as the Great Wealth Transfer, economists project that more than $100 trillion of wealth will pass from the baby boomer generation to their children over the next 25 years. As ...

Beyond the general discomfort of talking about death, the topic of inheritance brings in a whole other set of sticky issues. Research finds that parents’ and children’s expectations for bequests are ...

A quick and easy paperwork change could avoid your children paying inheritance tax on your pension if you act now. Here’s how ...