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inheritance

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How the ‘inheritocracy’ economy is changing society

The ‘Bank of Mum and Dad’ may be spoiling more than the kids

The dollar amounts are large, but inheritances will be concentrated among the top percentage of wealthy families

Relying on your will to force changes in behaviour after you’re gone is likely to strain family relationships

Gifts can reduce tax owed, but the best advisors also boost charitable impact and help reframe purpose of wealth, writes James Dunne

Wills can be like unexploded ordnance. Here’s how to avoid wreaking havoc on the family and business

Author’s third book continues to challenge accepted financial wisdom and smooth the transition of wealth to next generation

She planned fairly well, but being my mother’s executor brought appreciation for families of complexity, writes Sarah B. Hood

A ‘mutual wills agreement’ can prevent unwelcome surprises later, especially in contentious families

Families who don’t tackle key estate planning issues risk pain and resentment later

Some parents want to divert money because they are afraid that a big inheritance will taint their children