Inheritance can be a complicated topic, often tied to deep emotions and family dynamics. One of our readers, Janet, recently found herself in an unexpected situation after the passing of her father.
We’re in the midst of a great wealth transfer, with baby boomers expected to pass an estimated $106 billion to younger generations through 2048. But receiving an inheritance may prove complicated for ...
Catalyst Advisory reports that only 14% of Americans discuss inheritance, risking confusion and disputes amid a massive ...