Dear Quentin, My husband and I have a joint investment account with $500,000 in it. It’s money I came into the marriage with ...

• Accepting property that’s too hard to manage or unsellable. “Look at it before you accept,” Simasko said. “You may not want it.” Examples include large vacant lots in isolated areas and timeshares.

Your children are too young to legally own real estate in their own names, so some kind of guardian or trustee would need to ...

Some heirs have time to prepare. They know how much they’re going to get because a parent, grandparent or spouse has told ...

Plenty of boomers say they are open to passing down an early inheritance, but financial planners say their adult kids don't ...

Trusts are surging in popularity as a way to avoid inheritance tax, according to financial advisers on the frontline of ...

A woman seeks advice after her mother requests her inheritance to help with a mortgage, exposing years of financial strain ...

Gen Z now leads all age groups regarding their intention to pass on wealth (39%) while 30% expect to receive one. Millennials ...