There are 2 article(s) tagged Inheritance:

• August 2021

  • A generation plans for largest transfer of wealth in modern history

    Financial advisers say possible changes to the stepped-up basis on inherited property could impact wealth transfer more than other proposals being considered.

    By Christin Yates August 09, 2021

• October 2018

  • Who inherits when you die without a will?

    There is much value in having a last will and testament, generally referred to as a “will.” However, as with most things, a will’s value is relative; it largely depends on your unique circumstances.

    By Jennifer L. Sneed October 12, 2018