NBC New York

Preparing for the ‘great wealth transfer'? 4 steps for managing an inheritance, from a CFP: ‘It's not as simple as it might seem'

The so-called "great wealth transfer" is already underway, with over $68 trillion set to be passed down by baby boomers to their children. Yet, while millions of Americans expect to receive an ...

My father died 10 years ago and his pension to my brother and I — but now that my brother’s gone, I want his share

Take the case of Dave, a hypothetical middle-aged man whose widowed father died 10 years ago. He left 50% of his 401 (k) to ...