I have a parent who passed many years ago when I was still in college. I grew up in what I would call an upper-middle class ...

The Allworth Advice is that while the SECURE 2.0 Act opens the door for Roth employer matching, practical implementation is ...

Imagine this scenario: You’re 80 years old with two grown sons that you raised by yourself after divorcing your ex-husband.

HMRC opened thousands more inheritance tax investigations in the last year as it cracked down on families suspected of ...

Fears of misspent money, bad investments and creating spoiled offspring are causing high-net-worth parents to leave their ...

A woman seeks advice after her mother requests her inheritance to help with a mortgage, exposing years of financial strain and a complicated family history.

Life insurance can provide your loved ones with a vital safety net if the worst happens. But to avoid inheritance tax on the ...

Ultimately, inheritance — money of any kind, really — is most vital in its role as a solid foundation. Everyone deserves that.