Receiving a large financial windfall like an inheritance isn’t something to take lightly. While you might be tempted to immediately spend your new funds, experts recommend taking a moment to analyze ...

Some estimates suggest that around $70 trillion in assets will pass down from older generations to younger generations in the next two decades. If you're on the receiving end of some additional wealth ...

Thomas J Catalano is a CFP and Registered Investment Adviser with the state of South Carolina, where he launched his own financial advisory firm in 2018. Thomas' experience gives him expertise in a ...

Thanks to the 7-year rule, some people can say goodbye to Inheritance Tax, as it will allow some assets to be exempt from tax ...

An inheritance often is seen as a financial windfall, but there are times when people may want to consider saying thanks, but no thanks. Receiving a sizable gift, if not structured properly, can have ...

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 your ...

“What should I do with the money I inherited from my mom?” my friend texted me. “The check has been sitting on my sideboard for two months.” Her paralysis is understandable. Many people who inherit ...