Filling out a small estate affidavit form can simplify the process of transferring a deceased person’s assets without the need for a lengthy probate procedure. This form is typically used when the ...

Q: In what circumstances should people revise their estate documents, in total or in part? When are codicils sufficient, and what's the protocol for drafting and including them? A: People revise their ...

For estate-planning professionals, one of the more complex aspects of administering a client’s estate is the preparation of Internal Revenue Service Form 706, the United States Estate (and ...

The key to successful estate planning for HNW families isn't just drafting these four documents, but ensuring they're current and immediately accessible.

Estate planning might sound like something that’s just for wealthy people with huge beach houses and billions in the bank. But the truth is that estate planning is something we all need to think about ...

LLC: Mr. Smaldino owned and operated numerous rental properties. He put 10 of his rental properties into a family limited liability company (LLC), which he owned through a revocable trust. Having ...