Curious how much is inheritance tax? Most states don’t impose it, and those that do often provide exemptions to help reduce ...

One of the maddening things about our financial services industry is how slowly it has been innovating to help the growing ranks of the relatively rich and retired. Take equity release mortgages. They ...

If you know you’re receiving an inheritance, you’ve seen the estate documents, your benefactors have given you a specific ...

An inheritance tax is levied when a beneficiary inherits assets from the estate of someone who died. There is no federal inheritance tax, but five states currently levy this tax: Kentucky, Maryland, ...