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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

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 you use a 529 plan to save for a grandchild, here's what you need to know.”

“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

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

“Family limited partnerships (and similar entities), while useful in an estate planning strategy for high-net-worth clients, are often hotly contested by the IRS for their

Valarie Montgomery may have retired from overseeing Michigan State’s financial operations, but she used her estate plan with her husband Mark to leave a legacy

The (Dodge City, KS) High Plains Journal, in “Estate planning is for everyone,” notes that people spend a lifetime working and building an estate to