If you never pick heirs, state laws—not your wishes—decide where your money goes. Learn how to protect assets and prevent ...

I Used to Think a Will Was the Best Way to Pass Down an Inheritance. Here's Why I Now Think a Living Trust Is Better. The benefits of a living trust make it ideal for people who enjoy privacy and ...

Readers ask about managing inherited property among a group, mistaken health savings account withdrawals and the taxability of retirement account funds.

Well-heeled entrepreneurs, their children, and experts give their take on how passing along wealth impacts families, for ...

A financial advisor for estate planning provides a future-forward perspective. They can help you build a long-term plan for your financial goals that aligns with the needs of your heirs. From ...

Inheritance Funding reports the average estate settlement takes 6-12 months, but debts and disputes can extend the process to ...

Key steps, taxes and family considerations of inherited property.

'Always keep accurate and transparent records of the source of the investment or property's funding: Loan agreements, transfer records of the property, and bank statements of co-owners if available.' ...

If you have been tracking Starwood Property Trust, you have probably noticed the stock’s resilience and the way it has flown under the radar for some investors. Whether you are re-evaluating your ...

He shares how the probate process caused tension between his siblings. He also harbored frustration over one unanswerable question: “Why didn’t Dad create a living trust? It w ...

Delaware homeowners will soon be able to pass real estate without going through probate, as Delaware’s county recorders are preparing to roll out a new form allowing homeowners to transfer property ...

(Editor's note: This story has been updated to correct the date all three counties will begin using the standardized form, which is Dec. 5, after corrected information was released by New Castle ...