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 part of the ordinary course of handling the affairs of a deceased loved one. But beware: there are traps for the unwary. Some problems can be avoided by proper planning, ...

If you have been named or appointed as the personal representative (also sometimes called “executor” or “administrator”) for a loved one’s estate, it is important to understand the responsibilities ...

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 ...

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 ...

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 ...

Rebecca Rosenberger Smolen, left, and Amy Neifeld Shkedy, right, of Bala Law Group. Courtesy photos Dealing with the aftermath of the death of a loved one can be overwhelming, to say the least. Not ...

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 ...

Understanding the unique dynamics and specific needs of Hispanic families is essential for providing meaningful ...

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 ...