Key Documents For Your College Kid
A critical item is often missing from back-to-school college checklists — and it could be far more valuable than anything else your student takes to school this fall: signed legal documents.
What is a Pour-Over Will?
This type of will can ensure that your assets go where you want them to. However, there are many misconceptions about them.
Top Five Mistakes to Avoid When Passing Wealth to the Next Generation
What could go wrong with this transfer of generational wealth? Several things, in fact.
Who Will Inherit Tina Turner’s Fortune?
Tina Turner’s husband is set to inherit nearly half her estimated $250 million fortune.
What are the Consequences of Dying Without a Will?
When you die, a section of law known as estate and probate law governs how your assets are distributed.
Can We Learn from the Presley’s Estate Fight?
Priscilla Presley’s fight to remain trustee of Lisa Marie Presley’s trust can teach anyone a few lessons on proper estate planning.
What Is the Meaning of Step-Up in Basis?
Step-up in basis, also known as stepped-up basis, is a wrinkle in the federal tax code that can help heirs avoid or reduce taxes on inherited assets.
Is Surviving Spouse Automatically Your Beneficiary?
If the surviving spouse is a second or subsequent spouse and did not have any children with the decedent, the surviving spouse takes even less.
Get These Estate and Tax Items Done Before It’s too Late
What estate planners need to accomplish for their clients before Tax Day, as well as the regulatory changes they need to be aware of while preparing for the big day.
What Did Kirstie Alley Do for Estate Planning?
Kirstie Alley enjoyed the fruits of her labor following a successful career in the limelight, leaving behind a $40 million fortune and massive real estate portfolio.
