When the phone call comes, and you learn you’ve been left an inheritance, the moment is often bittersweet. Beyond the numbers are memories, gratitude, and sometimes even uncertainty or guilt. How ...

Forbes contributors publish independent expert analyses and insights. I am the President of Diversified, a CFP and author. Without these in place, your estate could get tied up in legal red tape, ...

Americans stand to inherit trillions of dollars over the next few decades. In our culture, it’s assumed that more wealth equals happiness. But this isn’t always the case. Sudden wealth through an ...

For generations, inheritance was something handed down after death. Now, amid rule changes meaning more might be taxable, more families are flipping the script. Instead of waiting for probate and HMRC ...

My sister passed away when her son was seven. My mum raised my sister’s son, her grandson. He is now in his 30s. I also have two other siblings. In my mum’s will, she will leave two properties (valued ...