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 ...

When someone passes away, the executor of the estate is responsible for distributing the assets. Property, furnishings and other tangible items are relatively easy to distribute to heirs. However, how ...

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 ...