Curious how much is inheritance tax? Most states don’t impose it, and those that do often provide exemptions to help reduce ...

Building your wealth requires smart investing. But if you plan to pass assets on to heirs, you also need to understand how tax laws impact your legacy. In 2025, several key changes to estate and ...

If you have just inherited a Roth IRA from your parent, spouse, or non-spouse, here are the rules for taxes and beneficiaries you need to know.

When a spouse passes away, the financial implications can be overwhelming, especially for those unfamiliar with estate planning or tax rules. Spousal inheritance planning is a critical topic to ...

Forbes contributors publish independent expert analyses and insights. Ashley L. Case, J.D., LL.M., writes about tax and estate planning.

If I die before my husband and still haven't touched my pension, will my daughter get this and how does this work as far as ...