PROBATE REAL ESTATE Intestacy: What Dying Intestate Means for Estate Succession Contact us Author: Dalia Ramirez Intestate, or intestacy, is the term for dying without a legal will (last will and testament) When someone dies intestate, your state’s probate court and succession laws determine how your property will be distributed, not you or your …
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PROBATE REAL ESTATE Your last tax bill may come after death. What to know about estate and inheritance taxes. Contact us Author: Medora Lee – USA TODAY Tax events occur all through your life, and then there’s the after life.Yes, death can be a tax-triggering event. And there are two you should be aware of: …
PROBATE REAL ESTATE A Little Extra Planning Can Avoid ‘Heir Wars’ Contact us Bob Carlson Senior Contributor I research/write about all facets of retirement/retirement planning. The legacy of late California Senator Dianne Feinstein was tarnished by a series of lawsuits filed before her death. The suits revealed rifts in the family and shortcomings in the …
PROBATE REAL ESTATE How a Transfer on Death Deed Works Contact us January 18, 2023 Written by Stephanie Colestock Part of planning for the future involves getting your estate in order, and determining who you want your assets to pass to when you die. If you have real estate property, and want it to transfer …
PROBATE REAL ESTATE Majority of US couples do not have an estate plan, study finds Contact us Ameriprise survey finds couples overwhelmingly tend to trust each other, but many have serious details to work out when it comes to retirement By Breck Dumas FOXBusiness American investors in committed relationships overwhelmingly say they trust their partners …
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PROBATE REAL ESTATE What is the Gift Tax Exclusion for 2024? Contact us Gifting to family, friends, and others? Complying with the annual gift tax exemption can save you time and money. BY KELLEY R. TAYLOR Are you considering giving cash or property to loved ones or others in 2024? Being aware of the annual …
PROBATE REAL ESTATE Inherited IRA Rules: Non-Spouse and Spouse Beneficiaries Contact us By BARBARA WELTMAN Updated March 08, 2024 Reviewed by DAVID KINDNESS Fact checked by VIKKI VELASQUEZ Fact checked by Vikki Velasquez The rules guiding the inheritance of an individual retirement account (IRA) when the IRA owner dies are complicated, but at least one …
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PROBATE REAL ESTATE What is estate tax and who pays it? Contact us Ryley Amond What you should know about estate taxes, how they are paid and ways to manage inheriting an estate. Estate tax, also known as the “death” tax, is applied to assets inherited by others when you pass on. according to the …
PROBATE REAL ESTATE Facing mortality, more Americans wrote wills during the pandemic. Now, they’re opting out Contact us Daniel de Visé USA TODAY Fewer of us are writing wills, a new survey says, a finding that suggests Americans are worrying less about mortality as the pandemic fades. Only 32% of adults reported having a …
PROBATE REAL ESTATE How Estate Planning Can Thwart the ‘Third-Generation Curse’ Contact us Thorough communication with heirs about values and various elements of your estate plan could help younger generations better manage their inherited wealth. BY NICOLE JACKSON-LESLIE, JD, 21/64 CERTIFIED ADVISOR We are currently in the midst of what is being coined as the …
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