Could we add our children's names to our deeds and put the house equally in all four of our names now? After seven years, ...

It is well-known that younger generations have a low engagement rate with our industry. Recent polling from The Openwork Partnership highlights this, revealing that most people wait until well into ...

As their finances become more complex, college students and Millennials alike increasingly see financial strategies as an ...

Money has a funny way of turning dinner-table conversations into courtroom dramas. One minute it's "pass the salt," the next ...

Dealing with a loved one’s estate can be difficult enough without HMRC questioning the paperwork. But checks into inheritance tax (IHT) are becoming more common as more families are drawn into paying ...

How to prepare your pension - and how you use it - against new inheritance tax changes - Rules around what counts as your ...

Families are increasingly disputing inheritances, as age-related and economic factors force a tussle over the last will and testament of loved ones. What should you do if you find yourself in the ...

Many baby boomers have amassed a level of wealth that would have seemed unimaginable a generation ago. A long-running bull market, decades of rising home values, and strong lifetime earnings […] ...

Cerulli Associates anticipates $105 trillion in wealth will be passed down to heirs through 2048, with about $54 trillion of ...

Jason Coddington, President and Wealth Advisor at Coddington Wealth Advisors, believes that distinction is critical.

Warren Buffett has repeatedly advised investors to put their money in low-cost S&P 500 index funds and hold them for decades. He has been so consistent that his instructions for his wife’s inheritance ...