inheritance

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Rupert Murdoch, left, and son Lachlan
Personal Finance

The ultrawealthy use trusts to pass on wealth and motivate their kids—and so can you

By
September 30, 2024
Family Yacht Sailing. Luxury vacation at sea.
Finance

A Kamala Harris win could supercharge the $90 trillion Great Wealth Transfer

By
September 17, 2024
Woman Helping a Senior Wtih Documents
Personal Finance

Millennials and Gen Z’s $80 trillion great wealth transfer should be a faucet—not a firehose, says a wealth manager

By
September 5, 2024
Gen Z expects to inherit money and assets—but their boomer parents aren’t planning on leaving anything behind
Success

Gen Z expects to inherit money and assets—but their boomer parents aren’t planning on leaving anything behind

By
September 2, 2024
Senior grandparents reading documents
Personal Finance

Why the first step in your estate planning process shouldn’t be crafting a will

By
September 1, 2024
A health care worker advises a senior couple
Personal Finance

If you inherit $1 million—or any amount—this is the first thing you should do, says financial planner

By
August 31, 2024
Photo of Mike Lynch
Tech

HP stuck ‘on the horns of a dilemma’ as it mulls pursuing Mike Lynch’s family for $4 billion Autonomy claim

By
August 27, 2024
The Great Wealth Transfer is set to be a $90 trillion disappointment—especially for millennials
Success

The Great Wealth Transfer is set to be a $90 trillion disappointment—especially for millennials

By
August 9, 2024
Pedestrians walk past the French luxury design house Hermès
Success

$13 billion an Hermès heir wanted to leave to his gardener has seemingly vanished

By
July 31, 2024
Billionaire’s son resolves feud over inheritance
Finance

Billionaire’s son resolves feud over inheritance

By Vanessa Dezem, Bob Van Voris and Bloomberg
July 20, 2024
The IRS just updated the rules for inherited IRAs. What heirs need to know about a ‘big change’
Personal Finance

The IRS just updated the rules for inherited IRAs. What heirs need to know about a ‘big change’

By
July 19, 2024
A man smiles while stretches while sitting in front of a computer screen.
Success

Gen Xers, the forgotten child of the ‘Great Wealth Transfer,’ are first in line for $31 trillion worth of inheritances from the rich and ultra rich, new report finds

By
June 23, 2024
Marlene Engelhorn holding up a board that says "tax the rich"
Personal Finance

An Austrian heiress, who supports taxing the rich and doesn’t believe in philanthropy, just wrote away a large chunk of her $27 million fortune

By
June 19, 2024
Young adults are getting cold feet about their highly anticipated $84 trillion wealth transfer
Success

Young adults are getting cold feet about their highly anticipated $84 trillion wealth transfer

By
May 16, 2024
Crypto Inheritance
The Coins

Buying crypto for your kids? Here’s how to ensure they get it after you pass on

By
April 11, 2024

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