Real estate passed down without a clear title of ownership can prevent families from creating generational wealth.

GOBankingRates spoke with estate planning experts for their advice on steps to take if you want to pass your home to your heirs.

Make sure your loved ones get the money they are owed by keeping records of your life insurance plans and storing them with ...

I'm constantly hearing from heirs of reverse mortgage holders who are wondering what they should do now that the last borrower on the loan has passed or had to move to assisted living. Many heirs have ...

Add Yahoo as a preferred source to see more of our stories on Google. As wealth inequality remains stark, fueled in part by racial differences in homeownership rates, attention is increasingly turning ...

The U.S. Department of Agriculture is moving to implement a lending program designed to help farm property heirs resolve ownership and succession issues and hold onto their land. The department ...

Boomers hold $93 trillion, but Visa estimates just $36 trillion may reach Gen X and millennial heirs, with major consequences for housing.

Insurance companies count on retirees focusing on the monthly payout number, but there is a second number buried in every ...

What was once a long-term tax-deferral opportunity has become a compressed distribution timeline that can create substantial tax consequences for heirs.