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 ...

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 ...

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: ...

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 ...