Oh, no, your original will is missing!
In a world that's increasingly paperless, you're likely becoming accustomed to conducting a variety of ...
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Divorcing? Revise your estate plan
If you're going through a divorce, you probably feel a little overwhelmed by all the legal and financial items you ...
5 good reasons to turn down an inheritance
You may use a qualified disclaimer to refuse a bequest from a loved one. Doing so will cause an asset to bypass ...
Because of COVID-19, college-aged children need a basic estate plan
It's August, and that means it's time to get ready to go back to school for many students. If your child recently ...
Avoid “bad blood” among family members: Protect your will from legal challenges
You've probably seen it in the movies or on TV: A close-knit family gathers to find out what's contained in the ...
Fortify your assets against creditors with a trust
You may think of trusts as estate planning tools - vehicles for reducing taxes after your death. While trusts can ...
Now may be the time to forgive intrafamily loans
If you have outstanding loans to your children, grandchildren or other family members, consider forgiving those ...
The rules have changed regarding your IRAs, RMDs and estate-plan
Many people's estates typically include IRAs. Be aware that two major laws passed into law recently, the Setting ...
COVID-19: Expanded Federal tax filing and payment relief
The Treasury Department and IRS announced that Notice 2020-23 (PDF) extends additional key tax ...
Inheriting property? Be aware of the basis consistency rules
If you're in line to inherit property from a parent or other loved one, it's critical to understand the basis ...
Determining whether you need to file a gift tax return can be tricky
For 2020, the lifetime gift and estate tax exemption has reached a whopping $11.58 million ($23.16 million for ...
Nondeductible IRA contributions require careful tracking
If, like many people, your traditional IRA holds a mixture of deductible (after-tax) and nondeductible (pretax) ...