If your late loved one was generous with gifts, then unless they kept good records you might have to turn detective when filling in inheritance tax forms. Even when an estate is not large enough to ...

When leaving a substantial inheritance to a married adult child, how do you tell them not to commingle those funds with their spouse without it causing problems in their marriage? So far, my daughter ...

Including a Roth IRA in your estate plan has clear tax advantages, which can be passed along to your heirs for years to come. But if passed down incorrectly, your heirs won’t reap the full benefits.