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 and estate taxes—sometimes dubbed “death taxes”—remain one of the most uneven features of the American tax system. While federal rules shield the vast majority of families from paying ...

Money drives people nuts. So can families. Together they are combustible, need and greed mixing with primal resentments and rivalries. This is why, like the “marriage plot”, the inheritance plot is ...

While it's not exactly fun to financially plan for dying one day, it's better than leaving your loved ones unprotected. Whether it's an inheritance or an estate, you want to leave them in the best ...

The widow and two daughters of LG’s former chairman sought to invalidate an inheritance agreement, claiming they were deceived into forfeiting their rightful inheritance. By Daisuke Wakabayashi and ...

When you die, estate planners say, one of the finest gifts you can leave your heirs is a plan for avoiding probate. Probate is a legal process that distributes a dead person’s assets and settles their ...

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, ...

My husband and I have been together for 25 years. We have two children, a son and a daughter, and we are looking forward to upgrading from our current home. We’re in our 50s and will probably get $1 ...