Proper account titling and beneficiary designations prevent estate plan failures and ensure smooth asset transfers for ...

When someone dies, even seemingly simple assets like bank accounts can become complicated fast. Whether those funds can get ...

Adding your name to a parent's bank account may seem like a simple way to help manage their finances, but the tax consequences can be more complicated than most families expect. What starts as a ...

Complicated questions concerning the status and treatment of a decedent’s bank accounts often come up when administering estates. The recent Florida case of Brown v. Brown illustrates some of the ...

Estate planning is necessary to properly protect yourself, your assets, and your loved ones. While most estate planning focuses on physical property, like your home, and liquid assets, such as ...

A recent client scenario brought to light the many drawbacks of joint ownership as an estate planning tool. In this particular case, the client’s aunt added him and his cousin as joint owners of her ...

An estate plan can give you peace of mind that your assets will be distributed according to your wishes when you die. Many, or all, of the products featured on this page are from our advertising ...