What Is Disclaiming an Inheritance? Disclaiming an inheritance is the process of legally giving up one's right to receive a bequest or inheritance. It is a refusal to accept the inheritance that has ...

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 ...

The Great Wealth Transfer's begun, but are heirs ready to receive it? Tips on how to prepare for new responsibilities.

An inheritance tax is levied when a beneficiary inherits assets from the estate of someone who died. There is no federal inheritance tax, but five states currently levy this tax: Kentucky, Maryland, ...

Forbes contributors publish independent expert analyses and insights. Matthew F. Erskine is a trusts and estates attorney. As America stands on the cusp of the largest wealth transfer in history, with ...