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Taxes on My Inheritance?

An inheritance is a windfall that can absolutely help someone's financial situation -- but it can make your taxes tricky.
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Critical Estate Planning for Unmarried Couples

Unmarried couples don’t receive the same legal protections as married couples when it comes to inheritance and taxes.
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Can Families Minimize Estate Taxes?

An unprecedented rush to relinquish wealth is underway, and it isn’t just for billionaires.
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Making Changes to Estate Plans

Wills and trusts are typically changed over time as life circumstances, the state where you reside, or your desired outcomes change.
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Naming Contingent Beneficiaries is Important

When planning your estate rarely will you experience difficulty naming your initial beneficiary or beneficiaries for your will, IRA’s or life insurance.
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Trust Forfeiting a Large Tax Refund

The moral of this tax tale is that you have to be careful about making sure you file the right tax form to get what you want.
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Successfully Transferring Business to Children

Whether planning as the predecessor or the next generation, having the right processes — and partners — in place will set up the transition for success.
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Pat Robertson's Large Estate

The conservative religious leader and televangelist leaves behind a considerable estate and various nonprofit organizations.
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When to Choose Lady Bird Deeds?

As Lady Bird deeds grow in popularity, it is important to discuss and understand the benefits and limitations of these deeds.
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How to Choose an Executor?

Have you found an executor (also known as a personal representative) to handle your affairs should you become incapacitated or die?
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