If you’re an older saver coping with tax planning for a large, traditional IRA—or even a smaller one—you might have overlooked a useful tool. It’s called a disclaimer. In essence, it’s a strategic ...

While Grim Reaper guides you to the afterlife, Uncle Sam will be escorting your heirs to the IRS. Death can be a tax-triggering event, with two in particular you should be aware of: the estate tax and ...

America’s adult children say they are ready to manage that inheritance now. Their parents might disagree. A report from Fidelity Investments sheds new light on an estate-planning generation gap. Aging ...

THE YOUNG SOCIALISTS, the youth wing of Switzerland’s Social Democratic Party, do not have any MPs in parliament, but they know how to make a stir. On November 30th the country held a referendum on ...

My father passed away in January 2022. In June 2022, my childhood home in New Jersey was sold and I was due to receive 20% of my father’s 50% stake in the home. My mother retained the other 50% as ...

Excavated with colonial labor and shipped to the Netherlands, the famous fossil is being repatriated to Indonesia along with 28,000 other fossils. The skull cap of 'Java Man' was discovered by Eugène ...

A lesser-known inheritance tax loophole is allowing families to save significantly on their IHT bills – and financial advisers say they are using it with more clients than ever since chancellor Rachel ...

How to tell your children you plan to 'die with zero' and leave them nothing Many Americans are banking on an inheritance from their parents to shore up their financial futures. They may be in for a ...

HMRC issued a third more enquiries about inheritance tax last year in a bid to crack down on evasion, according to new data, but most cases were closed with no further action required. There were ...