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 ...

Inheritance is one of the last reliable ways for younger Californians to own their first home. About 18% of all property transfers in the state last year, representing nearly 60,000 homes, were made ...

While Grim Reaper guides you to the afterlife, Uncle Sam will be escorting your heirs to the IRS. Death can be a tax-triggering event, with two in particular you should be aware of: the estate tax and ...

Inheritance tax is the gift that keeps on giving to the chancellor but for families mourning loved ones it can be a complicated minefield to get right at an already difficult time, with an avalanche ...

Jeffrey Epstein identified people who would inherit his $630 million fortune in a secret document. The document shows that ex-girlfriend Karyna Shuliak would get $100 million and all his properties.

I have been managing my widowed mother’s finances for the past few years. She is 90 years old and her trust consists of a home, an IRA that I am trying to gradually wind down over the next five years, ...

America’s adult children say they are ready to manage that inheritance now. Their parents might disagree. A report from Fidelity Investments sheds new light on an estate-planning generation gap. Aging ...

Switzerland, long a haven for the ultra-rich, voted to reject a hefty tax on large inheritances on Sunday. But the debate around it shook the country's affluent residents, an expert told CNBC before ...

NJ Transit officials took the final step in delivering on Gov. Phil Murphy’s promise to rid the fleet of older less reliable trains and buses by an authorizing $917 million to overhaul the oldest ...

Lucy Lazarony is an experienced personal finance journalist and writer who got her start in 1998 writing about financial topics. She writes accessible and easy-to-understand articles about credit, ...