A new inheritance can feel overwhelming. Start by keeping the money safe and working for you in an account that earns a solid ...

No matter your age or income level, deciding what to do upon learning of an inheritance can be a real challenge. There is no ...

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. A Reddit user has inherited $200K and wants to use the ...

Beyond the tax implications, you need to make a smart plan for how to make the money last. An often cited statistic from a 20-year study by The Williams Group of 3,200 families says that 70% of the ...

Gifting appreciated assets during your lifetime can saddle your beneficiaries with massive capital gains taxes they could otherwise avoid. Assets passed down after death often qualify for a step-up in ...

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. It’s nice to be able to help out in-laws in need, but, at ...

Ali Hussain has a background that consists of a career in finance with large financial institutions and in journalism covering business. Suzanne is a content marketer, writer, and fact-checker. She ...

Got a question about investing, how it fits into your overall financial plan and what strategies can help you make the most out of your money? You can write to me at beth.pinsker@marketwatch.com.

You've done everything right: built a strong portfolio, invested in real estate, maybe even created a thriving business. But when it comes to passing that wealth on, capital gains taxes can quietly ...