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inheritance

Minimize Family Feuds about Your Inheritance

The distribution of wealth among beneficiaries through your final will and testament is often a complex and sensitive issue, one that can potentially spark conflicts and legal challenges among family members. Read more

The unexpected death of comedy icon Robin Williams in 2014 set off an explosive battle over his $50 million estate. Read more

Special Needs Planning for Beneficiaries with Disabilities

When preparing testamentary documents, such as wills and trusts, protecting beneficiaries with disabilities should be a priority. Read more

IRS Changes Rule on Inheritance Taxes

The agency has curbed the tax break on a particular kind of trust that is often used to minimize capital gains taxes. Read more

Cryptocurrency as Inheritance

How should you include digital assets in your estate plans? What do your heirs need to know about inheriting these assets? Read more

Multigenerational Estate Planning

When multiple generations live on the same property, issues over ownership, who inherits what and who provides what can get complicated fast. Read more

Dying Intestate

If you die intestate, this means that you died without a valid will in place. Read more

Should You Put Your Child’s Name on the Deed to Your House

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! Read more

When is a Trust a Good Idea

If having assets distributed outright to a beneficiary could cause potential problems, there are several reasons to think about creating a trust. Read more

Top Five Mistakes to Avoid When Passing Wealth

What could go wrong with this transfer of generational wealth? Several things, in fact. Read more