An inheritance can add to your finances, but taxes may reduce the amount that reaches you. Some states tax beneficiaries ...

Here are some steps to take so your windfall is a path toward an even brighter financial future, rather than a dead end. From ...

Imagine Julia, a 45-year-old who’s set to receive a $50,000 inheritance from a distant aunt. She’s been diligent about paying ...

A sudden windfall while grieving can be an emotional minefield, particularly for younger adults. Experts share ways to handle it wisely. By Lisa Rabasca Roepe Michael Hay knew his mother was ...

If you've received a letter or message about a multi-million-dollar inheritance from a relative you didn't know about, it's ...

Forbes contributors publish independent expert analyses and insights. Dedicated to retirees, business owners, and sudden wealth recipients. May 12, 2014, 11:13am EDT Jan 08, 2021, 04:07pm EST This ...

Cash is an easy and quick present to give over Christmas – and it could protect some of your estate from the taxman down the ...

Major changes to Inheritance Tax rules mean your pension pots could be raided even if you haven't reached retirement age yet. Under current rules, there is no Inheritance Tax to pay if you inherit a ...