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Most people want to pass their assets to their children or grandchildren, but naming a minor as beneficiary can have consequences...

Many people wonder if it is a good idea to give their home to their children. While it is possible to do this, giving away a house can have

There are two important deadlines coming up for New Yorkers: July 5th, 2021, and January 1st, 2022. Remote Notarization of documents and ...

To help those who have been diagnosed and their families plan for future expenses, below is a guide which discusses the legal and...

Ric Ocasek's Estate. Under New York law, if her elective rights are upheld, Porizkova would be entitled to one-third of all estate assets...

Estate Planning is for everyone regardless of their net worth. Below are 10 prudent reasons to create an estate plan now.

Medicaid law imposes a penalty period for unqualified transfers.

Retirement Account Beneficiaries & Tax Implications

Any transfer that you make, however nominal, may be scrutinized. - Matthew S. Raphan, Esq.

Via The Wealth Advisor Scott Martin Contributor He lived on the edge and died without warning. The family needed a disaster plan to...

When a person declares bankruptcy, an individual retirement account (IRA) is one of the assets that is beyond the reach of creditors, but...

Trusts can help you control your assets and build a legacy. Via FIDELITY VIEWPOINTS 06/06/2018 Key takeaways Trusts can help pass and...

Via Quentin Fottrell Dear Moneyologist, My dad passed away five years ago. He did leave a will on how he wanted his estate to be...

You finally got around to making your Will. You deserve a sigh of relief. But did you choose the right executor? Or have you burdened an...