Inheritance tax at 40 per cent is paid by a relatively small but growing number of people's estates. Those whose home or savings drags them into the inheritance tax net often want to avoid loved ones ...

Troy Segal is an editor and writer. She has 20+ years of experience covering personal finance, wealth management, and business news. Skylar Clarine is a fact-checker and expert in personal finance ...

Adam Hayes, Ph.D., CFA, is a financial writer with 15+ years Wall Street experience as a derivatives trader. Besides his extensive derivative trading expertise, Adam is an expert in economics and ...

Managing your taxes can be one of the most complex aspects of estate planning and a new IRS rule change continues that trend. The rule, published at the end of March 2023, changes how the step-up in ...

Once a person has addressed the emotional questions around what to do with the inheritance, I can begin to create a custom financial action plan. Educating people about their new wealth is part of ...