Widowed individuals need to take proactive steps to secure the Deceased Spousal Unused Exclusion Amount (DSUEA) election, ...

Estate planning can be complicated — and not just for the rich. Though the word “estate” is often associated with the upper class, an estate is anything that will be left to heirs after death. This ...

Wills and inheritances can be messy, especially when a family member is left out and others try to share their windfall. What is allowed depends on the wording of the will.

Q: When you sign new estate documents, what should you do with the old documents? Should they be destroyed or retained?

Death can be a tax-triggering event. And there are two you should be aware of: the estate tax and inheritance tax.