Why Americans Are Relying on Inheritance Instead of Saving-5 Key Takeaways

Many Americans are banking on an inheritance instead of saving. But health care, debt, and taxes on family homes could shrink ...

Americans Are Counting on an Inheritance Instead of Saving-but Family Homes Could be a Complication

Many Americans are banking on an inheritance instead of saving. But health care, debt, and taxes on family homes could shrink ...

The pension and inheritance tax questions people are asking now: This is Money podcast

On this special episode Simon Lambert is joined by Lisa Caplan, of Charles Stanley Direct Advice and Guidance, who reveals the questions she is being asked most.

The Great Wealth Transfer's begun. Are heirs-to-be ready to receive it? How to prepare

The Great Wealth Transfer's begun, but are heirs ready to receive it? Tips on how to prepare for new responsibilities.
WHIO

How is the amount of an inheritance advance determined?

How is the amount of an inheritance advance determined? When advancing an inheritance, companies offer heirs immediate access to their funds by buying a portion of their expected inheritance. It can ...

Majority of Women Confess Inheritance Anxiety. Are You Prepared for What’s Next?

A surprising number of women don’t feel confident about managing an inheritance. Here’s how to make sure you’re not one of ...