Tysons wealth management startup Prismm is nearing its first major funding round as the company looks to take a slice of the estimated $124 trillion in assets set to transfer between generations in ...

New research from Canada Life1 reveals a widespread lack of awareness about where important family documents and financial ...

Rebecca Rosenberg has 10+ years of experience as a writer and content strategist. She has written dozens of articles on retirement, financial planning, business, tech, and more. Rebecca has a master’s ...

Inheritance tax (IHT) receipts jumped to a total of £6.6 billion through the first nine months of the current 2025/26 tax year, meaning more families are falling into the trap of giving away part of ...

When it came to their estate planning, I didn’t want my father- and mother-in-law to experience the same chaos and forget ...

Government plans to make inheritance tax due on pensions, plus other changes to IHT rules, have seen a leap in people enquiring about the use of trusts to protect their wealth. So what are trusts, and ...

America’s adult children say they are ready to manage that inheritance now. Their parents might disagree. A report from Fidelity Investments sheds new light on an estate-planning generation gap. Aging ...