Disclaimers are one way to tackle tax problems and family wealth-planning issues posed by inherited IRAs.

The grieving process is always challenging. But for many families, the slow legal process of distributing an inheritance compounds emotional pain with financial uncertainty. When pressing needs for ...

How to tell your children you plan to 'die with zero' and leave them nothing Many Americans are banking on an inheritance from their parents to shore up their financial futures. They may be in for a ...

How is the amount of an inheritance advance determined? When advancing an inheritance, companies offer heirs immediate access to their funds by buying a portion of their expected inheritance. It can ...

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 ...