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

A guide to navigating the many decisions you’ll face when you hang paper. By Misty White Sidell If the required construction permits are in place, it could be difficult to overcome the legal ...

Daniel Liberto is a journalist with over 10 years of experience working with publications such as the Financial Times, The Independent, and Investors Chronicle. Lea Uradu, J.D., is a Maryland state ...

Covid-19 has increased Americans' awareness of the need to have a will, living trust or living will. Yet a new survey finds that only about 33% of Americans have established estate plans. Importantly, ...

Regardless of whether you have $20,000 or $2 million in the bank, you need an estate plan. “A lot of people think estate planning or having a will is something only wealthy people have, but that’s not ...

Forbes contributors publish independent expert analyses and insights. Bob Carlson researches all facets of retirement finances. Many estate executors focus on estate taxes and forget about income ...

An estate plan can give you peace of mind that your assets will be distributed according to your wishes when you die. Many, or all, of the products featured on this page are from our advertising ...

Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Ebony Howard is a certified public accountant and a QuickBooks ProAdvisor tax expert. She ...

Commercial real estate may be considered an “alternative” asset class, but there’s no denying it has moved into the mainstream as of late. Investors, large and small alike, are clamoring to add ...

Estate tax exemptions moved even higher in 2023. Gifts of up to $17,000 per person in 2023 are free of tax. Talk to a tax professional to make sure you get personalized advice. The tax doesn't apply ...