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

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

Liberal justices used terms such as "destroy" and "monarchy" in warning what happens if Trump wins the case on a fired FTC ...

I currently live in upstate New York and I'm not always up to date on my siblings' activities. I don't have money to pay for a death certificate. I contacted a lawyer who was supposedly in charge of ...

Seven documents stand between your family and chaos. Learn what they are, why they matter and how to get them done this week.

Jump AI data shows 44% of meetings now cover wealth transfer. Learn five critical areas where beneficiary designations fail ...

With wills being written and reviewed as part of inheritance tax (IHT) and succession planning, it is vital to understand the role of the executor – the person responsible for managing the estate and ...

Major Questions is a recurring series by Adam White, which analyzes the court’s approach to administrative law, agencies, and the lower courts. Please note that the views of outside contributors do ...

The U.S. Supreme Court said Monday that it would reconsider Humphrey’s Executor v. United States, a landmark 1935 ruling responsible for the creation of modern federal agencies which have operated ...

Holly covers personal finance topics from credit cards to wills. She enjoys turning complex money matters into clear, practical advice. Settling a loved one’s financial affairs while grieving is never ...

Co-executors are being held personally liable for $21,000 in costs associated with their unsuccessful appeal of a lower court decision that removed them as trustees of an estate, following a dispute ...