When leaving a substantial inheritance to a married adult child, how do you tell them not to commingle those funds with their spouse without it causing problems in their marriage? So far, my daughter ...

What if you no longer want to include someone in your will? Well, how you choose to divide your estate is a personal decision and entirely up to you. There may come a time when you need to update and ...

Over the next couple of decades, Americans — mostly aging Baby Boomers and Gen Xers — are expected to pass along about $73 trillion in wealth to their heirs. They will give another $12 trillion to ...

I'm planning to use gifting out of surplus income to mitigate inheritance tax, but I have some concerns. Is it possible to get an interim review of the records being kept to demonstrate gifts are from ...