Who’s entitled to an inheritance can be an emotionally fraught topic for families, especially if descendants — or others ...

A few practical steps, such as establishing your financial independence and asking questions, can help you avoid inheritance ...

The letter appears to be from a law firm in Toronto informing her that a client named her a beneficiary in his will worth $3 million. It goes on to claim that he was once a patient in an ...

Must the beneficiary take a distribution each year ... This first appeared in The Kiplinger Tax Letter. It helps you navigate the complex world of tax by keeping you up-to-date on new and pending ...

But Vanguard, my IRA custodian, sent me a letter stating that, as of mid-September, I have to use the same beneficiaries for both IRAs. I called to ask about it, and a customer-service supervisor ...