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Estate or Heirs Pay Taxes?

The heirs of an estate can be liable to pay the estate or income taxes (and perhaps other obligations) of the estate.
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Estate Planning for Modern Blended Family

The modern blended family has far more needs when it comes to estate planning than a traditional family. Here are some challenges, tips and solutions.
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Splitting Property Among Heirs?

If you thought that doing your taxes got complicated when you acquired more assets, wait until you try to split them up among multiple children when planning their inheritance.
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Why Use a Trust?

When you think of a trust, you may have visions of contentious family gatherings in an attorney’s office after the death of a patriarch or matriarch.
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Leaving Property to a Minor

You cannot name a legal minor as a beneficiary. This applies to almost all legal documents, most notably wills and life insurance policies.
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What's 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.
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Top Five Mistakes Passing Wealth

What could go wrong with this transfer of generational wealth? Several things, in fact.
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How Special Needs Trusts Work

If you have a family member with special needs, you might face emotional and physical issues. However, you also may be concerned about maximizing the financial support that your loved one requires.
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What About Probate?

A formal probate process involves specific, usually straightforward steps. Issues that may arise during the process can lengthen the time it lasts until it is closed by the court.
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Child's Name on House Deed?

If a child you’ve added to your deed goes through a divorce, has tax issues, is sued by someone, or must declare bankruptcy, your house could be on the chopping block!
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