Is that the full picture though?

The beneficiaries had no right to demand the income and weren’t certain to receive it.

It’s critical that the couple understand and adhere to the rules governing their acts.

The relationship between the Massachusetts estate tax and the federal gift tax regimes can lead to somewhat surprising results.

Her son Anderson Cooper isn't set to inherit any of the family fortune.

Surviving spouse treated as designated beneficiary of Roth IRA in recent PLR.

A Personal Property Memorandum can help prevent fights among heirs over the seemingly little things.

Why it matters and what to do.

One of the most complex steps taken by new retirees.

Different factors that could tip the scales.