My father was terrified of another Depression and frugal to a fault,” says Daniel, who alongside his sister always encouraged ...

Once a person has addressed the emotional questions around what to do with the inheritance, I can begin to create a custom financial action plan. Educating people about their new wealth is part of ...

Following their father’s wishes while not alienating their brother has been a juggling act, but the plan has been working out ...

While the higher threshold may feel like a pre‑Christmas reprieve, many farmers still face a hefty inheritance tax bill. This ...

Troy Segal is an editor and writer. She has 20+ years of experience covering personal finance, wealth management, and business news. Skylar Clarine is a fact-checker and expert in personal finance ...

Jane Meacham has 40 years' experience researching, writing, and editing financial content. She previously worked at Dow Jones & Co. in the U.S. and Asia, and is certified in Global Reporting ...