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If you’re an older saver coping with tax planning for a large, traditional IRA—or even a smaller one—you might have overlooked a useful tool. It’s called a disclaimer. In essence, it’s a strategic ...

Roula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter. South Korea is weighing plans to base inheritance tax on book value instead of market value in order to curb ...

Boomers are leaving behind decades of accumulated clutter for their heirs to manage Charlotte Lytton is a freelance journalist who has worked in newsrooms from London to New York. She began writing ...

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Dara-Abasi Ita writes about trading and investing for Investopedia and Investing.com, and he is an editor at Lawverse magazine. He has written about financial topics, including private equity, asset ...

Purpose: While the mode of inheritance of a genetic condition has long been considered to have not only medical, but also psychosocial consequences for families, this supposition has never been tested ...

Will Kenton is an expert on the economy and investing laws and regulations. He previously held senior editorial roles at Investopedia and Kapitall Wire and holds a MA in Economics from The New School ...

Inheritance tax receipts have hit a new annual high in 2025/26, as more families fall into the death tax trap. How can you avoid leaving your family with a large tax bill?