On a recent episode of the Animal Spirits podcast, Ritholtz Wealth Management’s Ben Carlson laid out a number that should ...

Wed, May 20, 2026 Inheritance Tax rules are changing next April as certain pension pots will be included in estate ...

Receiving an inheritance can be both emotional and overwhelming. In this episode, we walk through the first five financial ...

An inheritance tax is levied when a beneficiary inherits assets from the estate of someone who died. There is no federal inheritance tax, but five states currently levy this tax: Kentucky, Maryland, ...

A family’s fight over a retirement account shows the pitfalls around updating beneficiary information.

Inheritance tax charges a steep 40% on your eligible estate, potentially leaving grieving family members with a hefty bill to ...