Even though it is estimated that trillions of dollars will be passed down from the baby boomer and silent generations through 2045, a high percentage of families are not having conversations about ...

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 ...

This as-told-to essay is based on a conversation with Dana Blue, a 44-year-old estate planning, probate, and real estate attorney in Philadelphia. The following has been edited for length and clarity.

If you’re biding your time until Mom or Dad or that rich uncle dies, passing their wealth to you, then prepare yourself for a shock: Most of us will never inherit. Inheriting money from a departed ...

Curtailment means to cut short. In the case of mortgage curtailment, it most commonly means you cut short your mortgage terms by paying off the mortgage in full. However, that's not always the case.

Assuming you're not John D. Rockefeller Jr., left, your chances of an inheritance might not be as good as you want them to be. (Keystone-France/Gamma-Rapho/Getty ...

Despite being fraught with potential emotional difficulty, advisers need to be talking to clients about how their wealth will ...

An inheritance often is seen as a financial windfall, but there are times when people may want to consider saying thanks, but no thanks. Receiving a sizable gift, if not structured properly, can have ...

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 ...