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 ...

The concept of an inheritance is well known — but "inheritance," as defined by the average person and by the law, can often be two very different things. Specializing in trust services, I’ve crafted ...

Forbes contributors publish independent expert analyses and insights. I am the President of Diversified, a CFP and author. Many people plan to leave an inheritance for their loved ones, but a growing ...

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 ...

If you’re expecting a life-changing windfall when your boomer parents die, take heed: Only one-fifth of the “Me” generation expect to leave an inheritance. A new study from Northwestern Mutual, the ...

Many people look forward to an inheritance — it can provide financial security, opportunities for education and the ability to pursue passions. But there’s a lesser-known, darker side to inheritance: ...