#Heirs

Financial advisers join the Wealth Wise desk to explain what really happens when grandchildren inherit retirement accounts.

Families should prepare heirs not just to receive assets, but to take on the knowledge, decisions and responsibilities that come with them.

At $5 million, a simple plan no longer cuts it. From state taxes to avoiding the inherited IRA "tax bomb," here are the wealth transfer moves experts recommend.

A new South Carolina act will exempt some heirs’ property owners from increased property taxes

You've done well if you've set up a basic estate plan, but don't stop there. You can now adopt the same principles the wealthy use to establish a legacy.