My college-age kids are inheriting $150,000 each, mostly from a 401(k) so the money is taxable. I am still going to pay for ...

Savers in their droves were panicked into pulling tax-free cash out of their pensions before the Budget for fear of a ...

The experience of a number of heirs highlights unsettling questions about Prop 19 that was narrowly approved by 51% of ...

One of Caroline’s first responsibilities as a trustee is to make sure she complies with IRS rules. If the trust is a new one that's just been created upon her sister's death, she’s going to need to ...

Beyond the tax implications, you need to make a smart plan for how to make the money last. An often cited statistic from a 20-year study by The Williams Group of 3,200 families says that 70% of the ...

A top economist once cited by Labour ministers as an inspiration for their tax raid on family farms has lambasted the Budget ...

EXCLUSIVE: Farmers who could be hit by new tax burdens have slammed Labour for "targeting the people who are trying to feed ...

A joint bank account (in Spanish, often “cuenta mancomunada” or “cuenta conjunta”) is an account held by two or more people, ...

The SECURE 2.0 Act, passed in 2022, has been making waves in the way Americans approach retirement. From making enrollment in ...

Yes, it's OK to say no. You have every right to feel safe, respected and relaxed on Thanksgiving.

Losing a loved one is a challenge everyone faces eventually. Sometimes, the things they leave behind require some effort on ...

Switzerland on Sunday clearly rejected a proposed 50% tax on inherited fortunes of 50 million Swiss francs ($62 million) or more, public broadcaster SRF said in a first results estimate, with an ...