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

Dear Quentin, My husband and I have a joint investment account with $500,000 in it. It’s money I came into the marriage with ...

A class by Rabbi Heschel Greenberg on the Rambam’s Mishneh Torah: A kohen who rejects the 24 priestly gifts forfeits his entire kehuna status - acceptance and belief determine religious inheritance.

Inheritances are supposed to help loved ones, but sometimes, family habits quietly tear them apart. You might not notice these habits at first. They can start small, like a simple misunderstanding or ...

New Jersey’s inheritance tax system operates on a classification system that treats beneficiaries differently based on their relationship to the deceased person. The state divides inheritors into ...

The One Big Beautiful Bill Act permanently boosts the estate tax exemption to $15 million, reducing tax impact for most ...

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

On June 30, the Supreme Court of Kenya sparked frustration among many Muslims when it ruled that a child born out of wedlock ...

Later-in-life marriages can invite financial complications. Here's what couples should talk about when it comes to money, assets, benefits, insurance and more before tying the knot (again).

My wife “Sandra” and her siblings recently decided to take one of those Ancestry DNA tests for the purpose of starting a ...

Clients often say to me, “what does that word mean?” I always welcome those questions because the client really needs to know ...

Each state has these default inheritance laws, called “intestate” statutes ... so check with your estate planner if you have ...