Christy Bieber has a JD from UCLA School of Law and began her career as a college instructor and textbook author. She has been writing full time for over a decade with a focus on making financial and ...

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 ...

Benjamin Franklin referred to death and taxes as "the only certainties in life." And the inheritance tax touches on both. It's a levy on money, property or other assets a person leaves to others after ...

Getting an inheritance can feel very much like a mixed blessing. It often comes after the passing of a loved one – while you’re dealing with the emotions of losing them and trying to organize ...

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 ...

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 ...

This as-told-to essay is based on a conversation with Dana Blue, a 44-year-old estate planning, probate, and real estate attorney in Philadelphia. The following has been edited for length and clarity.

Lisa Marie retained the house, grounds and her father's personal effects, but relinquished control of "Elvis' legacy." "I was heartbroken," wrote Priscilla in her memoir Marina Watts is a Digital ...

Prince Harry’s hefty $8.5 million inheritance will not be subject to tax deductions, investment experts have said. The Duke of Sussex received the generous cash gift on his 40th birthday last month — ...

An inheritance won’t affect your Medicare eligibility or benefits, but the extra income could raise some premiums or affect your eligibility for income-based programs. Medicare rules can be complex.

When it comes to dramas on the scale of “The Inheritance,” the question becomes not why to stage them — because they’re there, as the fellow supposedly said of Mount Everest — but how. At Round House ...

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 ...