Do I Pay Taxes When I Inherit?
September 20, 2023
An inheritance is a windfall that can absolutely help someone’s financial situation — but it can make your taxes tricky.
Are CDs Good for My Estate Plan?
September 18, 2023
Certificates of deposit (CDs) are treated the same as other forms of property during the inheritance process.
What is the Best Estate Plan to Keep Family from Killing Each Other?
September 12, 2023
Death is inevitable. We need to prepare ourselves and our loved ones for when it comes. Estate planning is an essential part of life that ensures the smooth transfer of our assets to our loved ones after we pass. However, creating a will can be a sensitive and emotional process
Why Is Daughter of Comic Book Legend Stan Lee Looking for More from Estate?
September 7, 2023
With Lee’s death, his daughter, Joan Celia Lee, known as J.C., inherited his estate but continued to pursue various legal actions attempting to get “everything that’s mine.
How Much Money to Give Away with Upcoming Tax Changes?
September 1, 2023
The closer we get to 2025, the more complicated estate planning gets for people who have an amount between where the limits are now and where the limits might be in 2026.
How to Pass on Family Heirlooms with Fewer Estate Battles
August 29, 2023
There are better—and often more creative—ways to plan and divide that can avoid family squabbles over cars, jewelry, furniture and household items.
When Is a Child Not A Descendant?
August 28, 2023
Wills and trusts, instead of designating a specific person to inherit, often name a group or class of people such as your ‘children,’ ‘issue’ or your ‘descendants.’
Transferring Property to Heirs? Skip Top Five Mistakes
August 23, 2023
Death is inevitable, but dying without an estate plan is not. Estate planning is a must for property owners, no matter how uncomfortable the subject might make you.
What’s the Latest on Multiple Wills of Queen of Soul?
August 17, 2023
The long, expensive court fight over the will of soul singer Aretha Franklin provides a cautionary tale for people who want to make sure that their wishes are carried out after their death — and for their families.
Which Is the Best to Way to Transfer Wealth, Trusts or Wills?
August 16, 2023
Take the squabbling between siblings you’ve had to endure and referee as a parent. Now multiply it times age and money. That might give you some idea of the need to make your final wishes clear when the time comes to divvy up your assets.