DEAR ERIC: Recently my parents shared how their estate will be divided when they pass. They have worked hard and lived a modest life, and it goes without saying that they are entitled to do as they ...

If you’re an older saver coping with tax planning for a large, traditional IRA—or even a smaller one—you might have overlooked a useful tool. It’s called a disclaimer. In essence, it’s a strategic ...

Boomers are leaving behind decades of accumulated clutter for their heirs to manage Charlotte Lytton is a freelance journalist who has worked in newsrooms from London to New York. She began writing ...

Roula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter. South Korea is weighing plans to base inheritance tax on book value instead of market value in order to curb ...

It’s recently been accused of turning ‘woke’ – but the institution has been gay since the beginning, argues this deeply researched book When it emerged that the National Trust had put vegan scones on ...

Inheritance disputes within families have jumped in recent years due to changes in how and where we live, according to lawyers, who warned of the urgent need for people to get their affairs in order ...

When you die, estate planners say, one of the finest gifts you can leave your heirs is a plan for avoiding probate. Probate is a legal process that distributes a dead person’s assets and settles their ...

America’s adult children say they are ready to manage that inheritance now. Their parents might disagree. A report from Fidelity Investments sheds new light on an estate-planning generation gap. Aging ...