Often, being named as an executor happens while you’re still answering condolence messages and planning a funeral. Someone ...

A reader previously thought their estate would not owe inheritance tax - but now thinks it might ...

Why the way you structure life cover can significantly affect estate duty, costs, and liquidity of your estate.

Inherited assets from your loved one, whether in the form of cash, stocks or real estate, can be subject to inheritance taxes ...

From PPF and EPF to NPS and ELSS, understanding claim rules, nominations and paperwork can help your family access locked in ...

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

If a loved one passes without a will or any funeral plans in place, the stress — and the expenses — can end up on your ...

Your plan will take care of you as you age. We're in our mid-70s and do not have children. Our estate will be large and very liquid, and we want to avoid arguments with disbursement of the estate ...

Olivia’s maternal grandfather died when she was a teenager, and it wasn’t until then that she learned of the 529 plan. The grandfather named Olivia’s aunt as the successor owner of the plan, since he ...

Tax returns are another set of documents that benefit greatly from safe storage. These records are critical for financial ...

Your 401(k) doesn’t just disappear when you die. Here’s how it’s transferred, who gets it, the tax impact, and why ...

You can be a "good" executor, even though carrying out someone's final wishes from their estate can be challenging.