One of the main reasons I work hard and try to generate wealth is to be able to pass it on to my loved ones when I'm no longer with them. I know I'm not alone in this sentiment, either. Countless ...

Beyond the general discomfort of talking about death, the topic of inheritance brings in a whole other set of sticky issues. Research finds that parents’ and children’s expectations for bequests are ...

This transcript was prepared by a transcription service. This version may not be in its final form and may be updated. J.R. Whalen: Before we get into today's episode, Your Money Briefing is exploring ...

Bari Tessler is a financial therapist who helps clients navigate issues like inheritance. She shared tips she often gives them to help them understand their relationship with money. Tessler recommends ...

Dana Blue is an estate-planning attorney who helps families navigate assets after a loved one dies. Inheritances can create an opportunity to purchase a house, return to school, or run a business.

I reflected on this legacy as I wrote my book’s acknowledgments: ...

A Reddit poster wants to retain control over an inheritance they expect to receive. They want to know what happens if they put it into a savings account and use the interest for household expenses.

A living trust allows you to avoid the probate process. Unlike a will, the public record doesn't include information about a living trust. Living trusts can be changed or revoked entirely while you're ...

This as-told-to essay is based on a conversation with Dana Blue, a 44-year-old estate planning, probate, and real estate attorney in Philadelphia. The following has been edited for length and clarity.