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Inheritances When Unequal Is Fair

There are times when it makes sense to leave more to one child than another.
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Estate Planning to Distribute Property?

It is commonly understood that upon death, our property will pass to someone else. However, the details of exactly how property passes often seem a bit more mysterious.
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Spousal Lifetime Access Trusts?

Different people have different needs, and for most people, starting with basic legal documents, such as a will and power of attorney, are a great place to start and can make a big difference.
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Stepchildren Excluded from Estate Plan?

Estate planning is nearly always worthwhile but can be extra important when you have stepchildren.
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Steps When a Spouse Dies

Unfortunately, during the grieving process surviving spouses also need to navigate the complex financial issues that arise after the death of their partner.
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Tax Scams Involving CRATs

Part of the agency’s latest annual ‘Dirty Dozen’ scams, these potentially ‘abusive arrangements’ involve charitable remainder annuity trusts and monetized installment sales.
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Can I Split an IRA?

Like most assets, you can inherit an individual retirement account (IRA) after the owner’s death. For spouses, inheriting an IRA is a relatively straightforward process.
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Do Heirs Pay Debts from Estate?

First, debts in a person’s estate are payable from the decedent’s assets in the course of administering their probate estate or administering their living trust estate.
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‘Per Stirpes’ for My Estate Plan?

One of the most important parts of estate planning is making a will. When you make yours, there are a couple of different ways you can choose to divide your assets among your heirs.
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Overlooked Estate Planning Benefits?

The main reason to plan your estate is to make sure that your wishes are followed after you are gone.
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