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NJ.com’s recent article, “Complex inheritance taxes on a home,” explains the valuation of a home based on its fair market value (FMV) on the date

When we look at the steps taken in our investing lives, the basics are simple. As working investors in the initial stages, the priority is

There could be more reductions in the offing, as lawmakers in Minnesota recently raised the state’s estate tax exemption to $2.1 million retroactive to January.

NJ.com’s recent article, “Inheriting money from out-of-state relative,” explains that with a power of attorney, you will be able to manage the family member’s affairs

Forbes’ recent article, “IRS Offers Estate Tax Relief To Widows And Widowers,” advises that some quick action may be needed to take advantage of the

When you pass away, what you leave to your loved ones is important, but so too is how you leave those assets. Making certain that

The administrator of a decedent’s estate in Oklahoma appealed an order from the trial court forcing the administrator to file a federal estate tax return

Financial Planning’s recent article, “Save clients from tax pitfalls, family strife when passing on that lake cabin,” says that a parents’ well-meaning bequest could wind

“If your IRA holds an annuity, you may or may not have to include its value when figuring your required minimum distribution.”

“Many Americans die without telling their family members where to find their wills or how their estates will be divided and why, according to a

“For those who would like to leave a legacy and include a gift to charity in their estate plan, a Deferred Charitable Gift Annuity is

“Life insurance can pass to your heirs free of tax, if you name the right beneficiary.”