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Raising Stewards, Not Just Beneficiaries: Preparing Your Family for Inheritance Inheritance Is About More Than Money When families think about estate planning, the focus is often o...
Parents who don't effectively communicate estate plans to their children set them up to fail financially, emotionally and relationally.
No one plans for their legacy to end in a courtroom battle—but it happens far more often than people think. Inheritance disputes are rising, and...
For some, the question of leaving a monetary inheritance will crop up at some point. What do you do with your money once you die? When it comes to inheritance, Jonny and I are...
Individuals who create or own valuable intellectual property face unique challenges in estate planning that traditional strategies may not adequately address....By: Lathrop GPM
Affluent heirs face rising complexity as expected inheritances near $1M, fueling shift to integrated guidance.
If you plan to pass down your home, there’s a hidden cost many families don’t see coming until it’s too late. Probate—the legal process of...
Fortify trusts for flexibility.
Blended families are now one of the biggest triggers behind inheritance disputes, and many families do not realize how vulnerable they are until someone passes...
OPINION: It’s a decision that carries weight and expectation. Here’s how to consider it.
I have property worth around £400,000 and my pension fund is held in a Sipp, current value £300,000. I have three siblings and have no desire for gifting.
Few things tear families apart faster than money, and inheritance disputes are often at the center of it. What’s surprising is how often these conflicts...
The Uniform Partition of Heirs' Property Act helps families avoid forced property sales in at least 24 states, according to a study sponsored by JPMorgan Chase.
Law firm Hodge Jones & Allen says it is seeing increasing numbers of parents who regret gifts, particularly large sums of money or property.
I have heard many people state the basic rule of thumb for an inheritance account: if you want to keep your inheritance separate, don’t put it into a joint account. That means if y...
Martin Mathewson always planned to hand his hard-earned pension down to his only son, safe in the knowledge that it wouldn't be subject to inheritance tax.
Library image. Forward planning, communication and good record-keeping are vital for equestrians planning their legacy. Specialists from law firm Birketts and tax experts from acc...
Estate Planning for Patent Holders May 14, 2026 For inventors, engineers, entrepreneurs, and business owners, patents are often among the most valuable assets. In addition...
Major changes to inheritance tax (IHT) are on the way. From 6 April 2027, most death benefits paid by registered pension schemes will be treated as part of the deceased member’s es...
How a deceivingly simple estate-planning tool can leave beneficiaries exposed.
"If there is a potential looming liability, there are steps you can take to lessen its impact, though it will need careful planning," an expert warns.
For many people, estate planning feels straightforward. You leave everything to your children and move on, right? But financial experts consistently warn that this default...
A growing consideration for advisors and clients.
Few things destroy families faster than a fight over money after someone dies. Unfortunately, inheritance theft is becoming more common as aging Americans hold trillions...
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