Do funds in a Roth IRA get the benefit of a stepped-up basis for my heirs when I die? – Ed No, the cost basis of the assets held within your IRA will not step up or reset to their current market value ...

While not the most glamorous side of financial planning, estate planning is vital to ensuring you leave behind the legacy you ...

Stacker analyzed wealth data and research to show how trillions of dollars could wind up in the hands of millennials in the ...

A topic farm families struggle with is whether to transition the family farm while living or wait until death.

Studies on the "buy, borrow and die" strategy and state-level taxes reveal the complexities involved with extending the Tax ...

The United States is on the brink of the largest transition of wealth in its history, known as the “Great Wealth Transfer.” ...

Talking to your parents about their financial well-being is as important as talking to them about their physical health. It's not being nosey or intrusive; it's being responsible for their best ...

If you worry about how your children will handle an inheritance, you're not alone. Luckily, you have options — from lifetime ...

Most of us are familiar with wills, and may even have one in place. But when people think of trusts, they often picture ...

In a world where financial freedom is often the ultimate goal, a surprising trend is emerging: some people intentionally plan ...

Michael T. Clear and Erin D. Nicholls of Wiggin and Dana LLP discuss estate planning among company founders and entrepreneurs ...

Pioneering wealth managers, family offices and educational institutions are re-evaluating the purpose of investments and ...