Daniel Masuda Lehrman, a certified financial planner and owner of Masuda Lehrman Wealth, recommends a cash inheritance be ...

Rebecca Rosenberg has 10+ years of experience as a writer and content strategist. She has written dozens of articles on retirement, financial planning, business, tech, and more. Rebecca has a master’s ...

When someone passes away, and leaves their belongings to others, an inheritance tax may apply. In a nutshell, inheritance tax is typically paid by the heirs or beneficiaries who receive the assets, as ...

Until recently, I’ve always thought of the great wealth transfer as an industry trend to be mindful of. That changed for me when a close member of my husband’s family died this year, and it became a ...

Many people may feel taxed to death, but it's actually more than that. After you die, there may still be taxes to pay. Death can be a tax-triggering event. And there are two you should be aware of: ...

I'm sure many people would agree that one of their goals in life is to get to the point where they can pass on an inheritance to their loved ones. Whether it's a child, spouse, or someone else who ...