Trusts and estates are the two main legal structures for transferring assets to your heirs and beneficiaries. Each works in ...

Navigate estate tax obligations with Form 706, state-specific rules, income considerations, and post-filing steps for a ...

Estate planning professionals and families face significant challenges when dividing tangible personal property—artwork, jewelry, family heirlooms, and collectibles—among multiple heirs. Traditional ...

In Gaddy v. Fenenbock (In re Est. of Fenenbock), a probate court entered an order directing the independent executor of an estate to make a partial distribution of assets from the residuary clause in ...

Christy Bieber has a JD from UCLA School of Law and began her career as a college instructor and textbook author. She has been writing full time for over a decade with a focus on making financial and ...

A decedent's gross estate includes most assets and property they owned or had an interest in at death, used to calculate estate taxes. Some assets, however, may be excluded, affecting the estate's ...

John Madden would be proud. When I am explaining the difference between probate and nonprobate assets to clients and seminar attendees, I usually produce a diagram that is worthy of the most elaborate ...