If you inherited stocks, mutual funds, or other investments in a taxable account, you’ll be able to take advantage of a ...

In what’s being described as the Great Wealth Transfer, economists project that more than $100 trillion of wealth will pass from the baby boomer generation to their children over the next 25 years. As ...

When someone passes away, and leaves their belongings to others, an inheritance tax may apply. In a nutshell, inheritance tax is typically paid by the heirs or beneficiaries who receive the assets, as ...

It seems unrealistic to suppose that governments will just sit idly by as this wealth moves around. We would expect ...