In the popular imagination, receiving an inheritance always sounds like a good thing — after all, who doesn’t want a financial windfall? And inheritances can certainly be life-altering events. But ...

That’s why relying only on nominees or joint holdings rarely works. Beneficial ownership is the person who actually funds or ...

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 ...

Beyond the general discomfort of talking about death, the topic of inheritance brings in a whole other set of sticky issues. Research finds that parents’ and children’s expectations for bequests are ...

That’s particularly true in a handful of states where an inheritance tax still applies. Unlike federal estate taxes, which affect only the ultrawealthy, these state-level taxes can hit ordinary heirs.