The best thing to do with a large inheritance depends on what kind of financial planning you've already done, whether or not your inheritance is in a trust and if the money you've inherited is ...

“Death taxes,” the ominous name given to estate and inheritance taxes, create almost as much angst as the eventuality that triggers them. The federal estate tax applies when a person’s assets exceed a ...

When a widow approached CPA Ryan Dumermuth to help guide her through some insurance policies her late husband had left her, he discovered the insurance company had taken the opportunity to sell her ...

Baby boomers will transfer a jaw-dropping $30 trillion in wealth to their heirs over the next 30 to 40 years, and a lot of that wealth will be in the form of IRAs and employer-sponsored plans. Baby ...

Q. Do you think New Jersey will get rid of the inheritance tax? It seems so unfair and I only have nephews and not children. Why should they have to pay to get my money? -- Auntie A. The inheritance ...