Only a handful of states levy an inheritance tax, but it’s important to understand how it works and how it differs from the ...

Six U.S. states still impose an inheritance tax on real estate—including Pennsylvania, where lawmakers are pushing to repeal ...

My wife and I are 80. What are the tax implications and pitfalls, if we sell our house and buy another jointly with my son ...

Advisers must now reassess the role of pensions in estate planning, not just in terms of income strategy, but as part of the ...

No one wants to pay more tax than they owe. Building a tax-efficient retirement paycheck means weighing options, running ...