Blog

In the U.S., laws about what constitutes a valid legal will have not changed very much since the Declaration of Independence. Most states still follow

What is the $5 million federal estate-tax exclusion, and how does it work? You deal with taxes every year (technically at every time you open

Owners cannot leave money to their pets, nor can pets own property. But owners who consider their companions to be integral members of the family

IRA holders have two ways to “stall” adult children or other heirs from doing an immediate cash-out of the IRA when the surviving spouse dies.

Lawyers urge unmarried clients to draw up agreements specifying which partner is responsible for expenses and who will inherit assets. Many couples ignore the advice

IRA holders have two ways to “stall” adult children or other heirs from doing an immediate cash-out of the IRA when the surviving spouse dies.

It may seem like a great idea: Parents, either because they want to help their kids out, or to reduce the taxable value of their

Similar scenes are being played out throughout an aging America, where the children of elderly borrowers are learning that their parents’ reverse mortgages are now