Weeks after Sunjay Kapur's death, the question of succession has become the subject of media speculation.

Imagine this scenario: You’re 80 years old with two grown sons that you raised by yourself after divorcing your ex-husband.

The Allworth Advice is that while the SECURE 2.0 Act opens the door for Roth employer matching, practical implementation is ...

Just five years earlier, James had married cosmetic dentist, Victoria Fowell, 53, at a Vegas wedding chapel on the same ...

HMRC opened thousands more inheritance tax investigations in the last year as it cracked down on families suspected of ...

A woman seeks advice after her mother requests her inheritance to help with a mortgage, exposing years of financial strain and a complicated family history.

Fears of misspent money, bad investments and creating spoiled offspring are causing high-net-worth parents to leave their ...

Life insurance can provide your loved ones with a vital safety net if the worst happens. But to avoid inheritance tax on the ...

Under certain circumstances, overseas inheritance can pass tax-free to foreigners who are residents in the country.

A large chunk of an inheritance is likely to be in an Individual Retirement Account, and heirs can lose much of the money if they do not follow the complex rules for handling I.R.A.s.