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.
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.
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.
Who Gets My Bank Account When I Die?
August 8, 2023
After you die, several things can happen to your bank account, depending on your account type, how you’ve set up your account before your passing and whether you’ve set up a will or trust.
What Happens to Digital Assets on Death?
July 18, 2023
If you haven’t properly accounted for these things, your heirs may not be able to access these assets when you’re gone.
Ever Wonder How the Very, Very Rich Pass Wealth to Their Children?
June 21, 2023
If you’re part of the baby boomer generation, you may be in the process of making plans to pass on any assets you have to your children and other beneficiaries.
Protecting Assets with a Trust vs. Limited Liability Company
May 11, 2023
To protect assets effectively, you have to store them in the right legal entity. However, that can depend on whether you’re looking to protect business assets, avoid estate taxes, or protect personal assets from legal liability while running a business.