Important Masterclass
How to Pay for Care without Going Bankrupt

What Is a Life Estate?

Older couple holding a model house and smiling.

A life estate is a type of property ownership or tenancy that grants an individual the right to use and enjoy a property for the remainder or their life. It gives an ownership interest to someone else.

Some Assets Better Left Outside of Will

Photo of a Last Will and Testament with a pen.

That last will and testament you have tucked away? It may not be the last word on what happens to your stuff after you are gone. Instead, that legal document’s directives for doling out your wealth may be overruled by other paper­work and relevant laws.

What are the Tax Brackets for Next Year?

Tax Brackets 2023 Estate Tax Inheritance Tax

People pay many different kinds of taxes. You file an income tax return every spring, pay sales taxes when you buy things and pay property taxes if you own a home. These taxes apply to nearly everyone.

How Did Olivia Newton-John Plan Her Estate?

Olivia Newton-John Estate Planning

Olivia Newton-John would have celebrated her 74th birthday on September 26. The Cambridge-born star earned millions for her efforts in music and entertainment, and a staggering final act of charity saw Newton-John’s family splitting their inheritance with her charities.

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