A record amount of equity is now held by property owners 62 and older, with a growing share transferring homes to their heirs ...

Inheritance is now possible on Facebook. — -- Facebook is now letting its 1.35 billion users decide what will happen to their accounts when they die. Beginning today, users will see an option in ...

Unfortunately, the SECURE Act of 2019 made it more difficult for the beneficiaries of IRAs and other retirement accounts to postpone distributions from these inherited accounts; no longer can most ...

As an estimated $84 trillion moves from Baby Boomers to their heirs over the next two decades, the stakes for families and their advisors have never been higher. For Jill Shipley, head of Family ...

With great wealth comes great responsibility. Baby boomers are set to give a staggering $124 trillion through 2048 to heirs, according to market researcher Cerulli Advisors in a 2024 report. But are ...

Forbes contributors publish independent expert analyses and insights. Matthew F. Erskine is a trusts and estates attorney. On August 4, 2025, the New York Time reported that a first edition copy of ...

Citing the desire among many older homeowners to leave their homes to members of their family, New Jersey-based reverse mortgage lender and servicer Longbridge Financial has announced a new ...

This is Part 9 in a Series of the Top 10 Mistakes Made When Planning for Art and Other Collectibles: A Guide for Professionals and Their Clients. A collection may hold deep personal significance for a ...

Americans work hard their whole lives to buy a home – a small piece of the American dream – but many don’t spend enough time planning to pass it on properly to their heirs, resulting in disputes and ...