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 ...

“Death taxes,” the ominous name given to estate and inheritance taxes, create almost as much angst as the eventuality that triggers them. The federal estate tax applies when a person’s assets exceed a ...

A. We're sorry to hear of your loss. New Jersey remains one of the few states that imposes an inheritance tax, said Richard Miller, an attorney and chair of the elder ...

Thinking about a lump-sum withdrawal? You might want to reconsider it after considering the tax consequences. Baby boomers will transfer a jaw-dropping $30 trillion in wealth to their heirs over the ...

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 ...

Q. Do you think New Jersey will get rid of the inheritance tax? It seems so unfair and I only have nephews and not children. Why should they have to pay to get my money? -- Auntie A. The inheritance ...

There are few more unpopular taxes in the UK than inheritance tax. Yet the latest figures from the government confirm that receipts from inheritance tax continue to rise, increasing to £5.1bn in the ...

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 ...