Simple wills only name your assets, beneficiaries and an executor. Many, or all, of the products featured on this page are from our advertising partners who compensate us when you take certain actions ...

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When an adult inherits money, there is often freedom in how they can use it, unless specified otherwise through a will or estate plan. However, when a minor inherits money, it must be managed through ...

Compass Inc. agreed to buy Anywhere Real Estate Inc. in a $1.5 billion stock deal that would cement Compass’s status as the largest residential brokerage in the US. Anywhere shares will be exchanged ...

The AICPA recommended in a letter that the IRS improve several tax forms used by estates and trusts, in keeping with an executive order mandating that federal tax payments and refunds be processed ...

In the year that a taxpayer dies there may still need to be one or more tax returns that are required to be filed after their death. The need for these filings is dependent upon the income that the ...

While there can be some value to using AI as some assistance in drafting, it is critical that attorneys ensure that the documents comply with all legal requirements, account for any tax considerations ...

Daniel Liberto is a journalist with over 10 years of experience working with publications such as the Financial Times, The Independent, and Investors Chronicle. Lea Uradu, J.D., is a Maryland state ...

Belwood Investments is one of the companies that’s leading the charge for fractional real estate. The company specializes in luxury properties and has an investing app that lets you get exposure to ...

When estate planning attorney Hannah Keller started her career in Houston, each of her colleagues belonged to a group of financial planning professionals. But after her husband's job relocated her ...