If a trust is part of your estate plan, your assets will need to be transferred into it at some point. Most of the time, this is a fairly simple process that requires nothing more than listing the ...

Key steps, taxes and family considerations of inherited property.

After a grantor passes away, becoming the trustee can be daunting, especially if you’re responsible for distributing property. Houses are among the most valuable assets in a family for financial and ...

Lady bird deeds automatically transfer property to beneficiaries without probate, but they're limited to five states. Many, or all, of the products featured on this page are from our advertising ...

After a grantor passes away, becoming the trustee can be daunting, especially if you’re responsible for distributing property ...

When a person dies, they might expect their remaining assets to follow a common sense line of succession, passing first to their spouse, then to their children. But even when these lines of succession ...

Tax laws work best when they are transparent, apply fairly to everyone, and can raise the revenue required to meet the needs of our communities. Tax loopholes that allow well-resourced people ...

Kim Porter began her career as a writer and an editor focusing on personal finance in 2010. Since then, her work has been published everywhere from Forbes Advisor to U.S. News & World Report, Fortune, ...