An inheritance often is seen as a financial windfall, but there are times when people may want to consider saying thanks, but no thanks. Receiving a sizable gift, if not structured properly, can have ...
The concept of an inheritance is well known — but "inheritance," as defined by the average person and by the law, can often be two very different things. Specializing in trust services, I’ve crafted ...
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 ...
This as-told-to essay is based on a conversation with Dana Blue, a 44-year-old estate planning, probate, and real estate attorney in Philadelphia. The following has been edited for length and clarity.
Many people look forward to an inheritance — it can provide financial security, opportunities for education and the ability to pursue passions. But there’s a lesser-known, darker side to inheritance: ...