Blog

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

A recent case in Ohio demonstrates the very high threshold that must be met to establish that a decedent was unduly influenced or lacked testamentary

Bill Monroe lost both of his parents by the time he was 16. His uncle, Pendleton Vandiver then took care of him. For two years

Financial Planning’s article, “When you should establish an IRA as a trust,” advises that the answer depends on several factors, like the amount of control

Some people have a somewhat unique estate planning challenge: they’re childless and not sure what should happen to the assets they leave behind or whom

As you develop your financial and estate plans, you should consider integrating 401(k) accounts into an overall retirement strategy. It’s an important part of the

Stock Investor’s recent article, “6 Retirement Estate Planning Criteria You Must Address,” says every retiree’s investment objective should address these six criteria: Minimum required yield.

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

Did you know that about 1,300 new stepfamilies are created every day? That’s from the Stepfamily Foundation, and the Pew Research Center says 41% of