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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 ...

If you’re an older saver coping with tax planning for a large, traditional IRA—or even a smaller one—you might have overlooked a useful tool. It’s called a disclaimer. In essence, it’s a strategic ...

In Pennsylvania, the answer depends on a few factors. The good news? Most families assume it’s worse than it actually is. Once you understand how inheritance tax and capital gains work, the situation ...

A commonly recommended way to reduce inheritance tax (IHT) is to make lifetime gifts. In simple terms, if you survive for seven years after the gift is given, it’s usually excluded from your estate ...

Eileen’s husband currently receives a trust check every quarter. But the couple, both in their 60s, recently discovered that if he dies before she does, Eileen won’t inherit his share. Rather, the $2 ...

Growing up black in a white family – the truth behind my birth Chef Rodolfo Guzman: Chilean summer menu Albania: Land, money and the sea The Extractor The battle for Hungary Freddie’s second verse In ...

My husband and I have two wonderful elementary school-age kids. They’re bright and interesting and interested, but they aren’t curve-breaking, brilliant Mensa babies. My husband is brilliant, and he ...

Imagine your family’s peace of mind when they see an estate plan that reflects your values, your vision, and your deep care for their future. Take some time to consider: what is a good inheritance? By ...

Dara-Abasi Ita writes about trading and investing for Investopedia and Investing.com, and he is an editor at Lawverse magazine. He has written about financial topics, including private equity, asset ...

A pension is typically a person’s most valuable asset after their home, so it is important to know how it could be passed on to your loved ones. But what actually happens to your pension when you die?

Inheritance tax receipts have hit a new annual high in 2025/26, as more families fall into the death tax trap. How can you avoid leaving your family with a large tax bill?