When a parent passes away, you may need to take on financial and legal responsibilities quickly. This can include securing ...

Separate account real estate refers to the direct ownership by a public pension plan in income producing real property, and in some cases, the property where the public pension plan has its ...

Estate planning is necessary to properly protect yourself, your assets, and your loved ones. While most estate planning focuses on physical property, like your home, and liquid assets, such as ...

The SECURE Act* has significantly altered the estate planning landscape for qualified retirement accounts, including, but not limited to, Individual Retirement Accounts (“IRAs”), 401(k)s, 403(b)s, 457 ...

A recent client scenario brought to light the many drawbacks of joint ownership as an estate planning tool. In this particular case, the client’s aunt added him and his cousin as joint owners of her ...

State laws such as the RUFADAA (Revised Uniform Fiduciary Access to Digital Assets Act) offer the executor of an estate or attorney access to a person’s online accounts after incapacitation or death.

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 ...

As with all other fiduciary duties, accounting is an integral part of being a fiduciary of an estate or trust, and must be handled with due care to protect both the fiduciary and the beneficiaries. A ...

Thank you for submitting your question. Keep reading Forbes Advisor for the chance to see the answer to your question in one of our upcoming stories. Our editors also may be in touch with follow-up ...