Thomas J Catalano is a CFP and Registered Investment Adviser with the state of South Carolina, where he launched his own financial advisory firm in 2018. Thomas' experience gives him expertise in a ...

Suzanne is a content marketer, writer, and fact-checker. She holds a Bachelor of Science in Finance degree from Bridgewater State University and helps develop content strategies. An inheritance tax is ...

If you’re expecting a life-changing windfall when your boomer parents die, take heed: Only one-fifth of the “Me” generation expect to leave an inheritance. A new study from Northwestern Mutual, the ...

If you’re lucky enough to have inherited some assets from someone who died, you might not feel so lucky when you discover you may owe taxes on them. Depending on where the person who died lived, how ...

Even though it is estimated that trillions of dollars will be passed down from the baby boomer and silent generations through 2045, a high percentage of families are not having conversations about ...

Benjamin Franklin referred to death and taxes as "the only certainties in life." And the inheritance tax touches on both. It's a levy on money, property or other assets a person leaves to others after ...

In what’s being described as the Great Wealth Transfer, economists project that more than $100 trillion of wealth will pass from the baby boomer generation to their children over the next 25 years. As ...

There's a lot of confusion about how things work when you receive property after someone's death. Get the facts here. The death of a loved one is always a difficult time. The last thing most people ...