Tysons wealth management startup Prismm is nearing its first major funding round as the company looks to take a slice of the estimated $124 trillion in assets set to transfer between generations in ...
But like dads so often are, her stubborn father insisted his almost-million-dollar estate be divided this way: Marilyn was to receive 50 per cent, her half-sister would get 30 per cent and her ...
New research from Canada Life1 reveals a widespread lack of awareness about where important family documents and financial ...
John Clamp, chartered financial planner at Bowmore Financial Planning, warns that extending inheritance tax to pensions from ...
Inheritance tax (IHT) receipts jumped to a total of £6.6 billion through the first nine months of the current 2025/26 tax year, meaning more families are falling into the trap of giving away part of ...
When it came to their estate planning, I didn’t want my father- and mother-in-law to experience the same chaos and forget ...
America’s adult children say they are ready to manage that inheritance now. Their parents might disagree. A report from Fidelity Investments sheds new light on an estate-planning generation gap. Aging ...
It’s time to hear from another person on Reddit who is having some issues with their in-laws. Is he handling this precarious situation the wrong way? Read on and see what you think! “My in-laws want ...
As the largest-ever intergenerational wealth transfer unfolds, family lawyers are sounding the alarm about a costly misconception: many assume their inheritance is automatically protected from divorce ...
Old-school scammers are trying to get back in the (con) game and, surprisingly, they’re doing it via snail mail. Here’s what you need to know about the inheritance scam, delivered straight to your ...
THE YOUNG SOCIALISTS, the youth wing of Switzerland’s Social Democratic Party, do not have any MPs in parliament, but they know how to make a stir. On November 30th the country held a referendum on ...