When you're writing a will, it can be tough to decide where your assets should go. Here are some reasons to rethink your plan ...

Most parents dream of leaving something behind to help their children succeed. A big inheritance can feel like the ultimate act of love—one final gift that sets your kids up for life. But what if that ...

Some estimates suggest that around $70 trillion in assets will pass down from older generations to younger generations in the next two decades. If you're on the receiving end of some additional wealth ...

An inheritance often is seen as a financial windfall, but there are times when people may want to consider saying thanks, but no thanks. Receiving a sizable gift, if not structured properly, can have ...

Receiving a large financial windfall like an inheritance isn’t something to take lightly. While you might be tempted to immediately spend your new funds, experts recommend taking a moment to analyze ...

Thomas J Catalano is a CFP and Registered Investment Adviser with the state of South Carolina, where he launched his own financial advisory firm in 2018. Thomas' experience gives him expertise in a ...