Melrose, Massachusetts attorney Henry Rappa is accused of stealing hundreds of thousands of dollars from a couple who hired him to handle a major family inheritance. Rappa appeared in court last week ...

If you’re an older saver coping with tax planning for a large, traditional IRA—or even a smaller one—you might have overlooked a useful tool. It’s called a disclaimer. In essence, it’s a strategic ...

Forget the “California Dream” — for the next generation of Golden State residents, the new reality is more like a royal succession. New property data reveals a bombshell shift in California’s housing ...

Maryland holds a unique position in the American tax structure as the only state in the U.S. that levies both an estate tax and an additional inheritance tax.. For residents and their heirs, this dual ...

Inheritance is one of the last reliable ways for younger Californians to own their first home. About 18% of all property transfers in the state last year, representing nearly 60,000 homes, were made ...

I’m 80 and I need to get my financial ducks in a row. I have $650,000 in investments, $250,000 in life insurance and about $150,000 equity in my home, plus good long-term-care insurance. All of this ...

I have been managing my widowed mother's finances for the past few years. She is 90 years old and her trust consists of a home, an IRA that I am trying to gradually wind down over the next five years, ...