The best thing to do with a large inheritance depends on what kind of financial planning you've already done, whether or not your inheritance is in a trust and if the money you've inherited is ...

“Death taxes,” the ominous name given to estate and inheritance taxes, create almost as much angst as the eventuality that triggers them. The federal estate tax applies when a person’s assets exceed a ...

Q. How are annuities taxed as an inheritance? Is there a difference if I inherit it directly or if it goes to a trust for which I'm the beneficiary?-- Planning ahead A. This is a great question, but ...

Baby boomers will transfer a jaw-dropping $30 trillion in wealth to their heirs over the next 30 to 40 years, and a lot of that wealth will be in the form of IRAs and employer-sponsored plans. Baby ...

Q. I'm very close with my niece. She has serious financial and medical problems and a teenage daughter to put through college. I've left $50,000 to her in my will but I didn't consider the inheritance ...

When a widow approached CPA Ryan Dumermuth to help guide her through some insurance policies her late husband had left her, he discovered the insurance company had taken the opportunity to sell her ...