The IRS issued Revenue Ruling 2023-2, which had a substantial impact on estate planning, particularly where an irrevocable ...

Inheritance Funding reports the average estate settlement takes 6-12 months, but debts and disputes can extend the process to ...

Inheritance Funding reports that an inheritance advance can help pay off debt, but consider costs, emergencies, and potential ...

People use life insurance trusts to avoid estate taxes on insurance proceeds. In this article, we’ll tell you about the different kinds of trusts, how they work, and more.

How Elaine King, founder of The Family and Money Matters Institute, is talking to her clients who are considering retiring abroad.

A decade after same-sex marriage became legal nationwide, LGBTQ+ couples still face unique challenges—from lagging retirement ...

Estate taxes are nothing new: The federal government has had one since 1916. But as usual, Massachusetts was a trailblazer, ...

A spendthrift clause in an estate plan can protect an inheritance from a financially irresponsible child's debts and poor ...

From joint filing benefits to the marriage penalty, here’s what newlyweds need to know about taxes and how to minimize their bill.

What should she do with such a large windfall to make sure she’s using it wisely? When you receive a large inheritance, the ...

Scammers exploit public probate records to target grieving families. Learn how to spot inheritance traps and protect loved ...