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 ...

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: ...

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 ...

If you have money, property, or other assets to pass down when you die—or if you’re a beneficiary expecting an inheritance from a relative—you want to make sure all gets distributed according to plan.

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 ...

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 ...

Forbes contributors publish independent expert analyses and insights. I am the President of Diversified, a CFP and author. Many people plan to leave an inheritance for their loved ones, but a growing ...