Recent Articles

Ordering Certified Death Certificates

Transferring Joint Tenancy Real Estate

Transferring Joint Tenancy Vehicles

The Surviving Spouse’s Right to Inherit Retirement Accounts

Inheriting Retirement Accounts: An Overview

When a Surviving Spouse Inherits an IRA or 401(k) Account

Bank Accounts

Real Estate

Life Insurance Proceeds

How Transfer-on-Death Beneficiaries Can Claim Vehicles

Who Gets the Season Tickets?

Transferring U.S. Savings Bonds After Death

Claiming Money in Payable-on-Death Bank Accounts

Serving as Trustee of the A and B Trusts: Ongoing Issues

Splitting an AB (Bypass) Trust

Bypass Trusts: An Overview

Maine Estate Tax

Tennessee Inheritance (Estate) Tax

Washington Estate Tax

Minnesota Estate Tax

Who Pays Federal Estate Tax?

Oregon Estate Tax

Hawaii Estate Tax

Massachusetts Estate Tax

Mortgages on Inherited Real Estate

Maryland Estate Tax

Investing Trust Assets: Being a Prudent Investor

Trusts for Children

District of Columbia Estate Tax

Delaware Estate Tax

North Carolina Estate Tax

Connecticut Estate Tax

Vermont Estate Tax

Ohio Estate Tax

New Jersey Estate Tax