Using the IRS tool can help, but it won’t answer all your questions. It's best to work with a lawyer in the end.

Different beneficiaries have different rules. Spouse beneficiaries will ultimately have much more flexibility with how they ...

Inherited IRAs come with complex rules — this is what you must know. Stephen Colbert's 'Late Show' canceled by CBS, ends May ...

Think managing an inherited IRA is straightforward? New IRS enforcement rules are about to change the game for millions of ...

But what if you inherit your Uncle Henry’s IRA, or any IRA that belonged to someone other than your spouse? Well, the required minimum withdrawal rules in that case are different.

• Accepting property that’s too hard to manage or unsellable. “Look at it before you accept,” Simasko said. “You may not want it.” Examples include large vacant lots in isolated areas and timeshares.

Your children are too young to legally own real estate in their own names, so some kind of guardian or trustee would need to ...

Trusts are surging in popularity as a way to avoid inheritance tax, according to financial advisers on the frontline of estate planning. We look at what trusts are and if they are right for you.

The current tax landscape presents significant opportunities. On July 4, President Donald Trump signed the “One Big Beautiful ...

I’m 84 and widowed. My daughter is the beneficiary of my IRA and the successor trustee for my revocable living trust.” ...

Unlike getting rich quick, building real wealth is about steady, intentional moves like budgeting, saving, investing and ...