When an individual passes away, their assets must be distributed to their named heirs or beneficiaries. The beneficiaries may be designated as a co-owner or a beneficiary, or the assets will pass to ...

Many shrug their shoulders about estate planning. They feel they don’t have an estate because they aren’t wealthy. They also think probate, whatever that is, sounds too complex. An estate consists of ...

Estate administration is the process of settling a deceased person's estate. There are several tasks to complete. Many, or all, of the products featured on this page are from our advertising partners ...

If you have been named the executor of an estate, you have a legal responsibility to wrap up its affairs, arrange for the payment of any income and estate taxes, and distribute the assets of the ...

Forbes contributors publish independent expert analyses and insights. Global tax strategy and legacy design for families and founders. When a person dies in the US or as a US citizen, anywhere, an ...

By leveraging best practices and resources, practitioners can protect vulnerable clients, support families and fulfill their professional responsibilities ...

On March 28, the Biden administration released its second set of desired revenue-raising proposals in General Explanations of the Administration’s Fiscal Year 2023 Revenue Proposals, (the 2023 Green ...

Trustate's founders discuss how they grew a startup during the pandemic and why they believe the importance of data is often overlooked in the estate process. Two years after its launch, startup ...

Leah Del Percio left her job as a trust and estates lawyer at DLA Piper to start her own tech-driven platform. Trustate helps families and institutional clients deal with the administrative tasks of ...

Estate planning varies by individual. Wills are public, slow, and only control assets in your name, while revocable trusts ...