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Estate Planning Articles

Judge Orders Refund to Estate That Paid Tax Before Madoff Con Was Revealed

When New Jersey resident Theodore Warshaw died in 2006, his estate was valued at more than $1.8 million. Unfortunately, ..

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Single? You Still Need an Estate Plan

Many people believe that if they are single, they don't need a will and other estate planning documents...

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Three Reasons Why Joint Accounts May Be a Poor Estate Plan

Many people, especially seniors, see joint ownership of investment and bank accounts as a cheap and easy way to avoid probate since joint property passes automatically to the joint owner at death. 

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Woman's Efforts to Change Will Without Professional Assistance Backfire

A recent court decision in Minnesota serves as a cautionary reminder to anyone thinking of changing their estate plan on their own. 

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5 Ways Your Will Can Become Useless, Or Close to It

Is having an out-of-date will better than having no will at all?

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Does Your Will Name an Alternate Beneficiary?

What will happen to your estate if your primary beneficiary does not survive you?

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Provision in Will to Kill the Cat Found Invalid

A Chicago judge has reversed a death sentence that has been hanging over Boots the cat for months ... 

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What Is the Generation-Skipping Transfer Tax?

The estate tax gets all the press, but if you are leaving property to a grandchild, there is an additional tax you should know abo...

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