The best thing to do with a large inheritance depends on what kind of financial planning you've already done, whether or not your inheritance is in a trust and if the money you've inherited is ...

Despite the prevailing wisdom that Section 529 accounts are not included in a decedent's taxable estate, the N.J. Division of Taxation has begun taking the position that at least in certain cases they ...

When a widow approached CPA Ryan Dumermuth to help guide her through some insurance policies her late husband had left her, he discovered the insurance company had taken the opportunity to sell her ...

Baby boomers will transfer a jaw-dropping $30 trillion in wealth to their heirs over the next 30 to 40 years, and a lot of that wealth will be in the form of IRAs and employer-sponsored plans. Baby ...

Q. How are annuities taxed as an inheritance? Is there a difference if I inherit it directly or if it goes to a trust for which I'm the beneficiary?-- Planning ahead A. This is a great question, but ...

Ask a successful entrepreneur for some thoughts about economic egalitarianism and you're likely to hear an unhesitating denunciation. Themes such as equal opportunity vs. equal outcomes, lack of ...

It has been more than nine months since a family in Canada realized that UPS lost a bank draft worth $846,000 (Canadian) that was sent to an inheritor. So far, the only money recovered is the $32 it ...