News

At the same time, the number of people expecting to receive an inheritance is declining, according to a company study.
A Reddit user who is soon going to receive a large inheritance is trying to decide what her best course of action is. She’s ...
Meanwhile, a quarter (26%) of Millennials expect to receive an inheritance (excluding the 6% who say they already have), while 26% of Gen X and 30% of Boomers+ plan to leave one.
Advisers need to work harder to include their clients’ heirs in estate plans because 92% of heirs change advisers once they receive an inheritance, according to one industry leader.