Internal Revenue Service recently issued final regulations (final regs) imposing a tax on U.S. citizens, residents and ...

Let’s say you received most of your dad's estate, while his ex-girlfriend got $200,000 from his 401(k). But what if she asks ...

This ascertainable standard is frequently used by estate planners to determine how and when a trustee may make distributions, ...

A recent ruling shouldn’t necessarily lead clients to name their spouse as beneficiary of their registered plans ...

A beneficiary is someone who receives a financial asset that was once owned by someone else. Choosing beneficiaries helps ...

With immigration crackdown efforts ramping up, some countries under Temporary Protected Status (TPS) have also been revoked, ...

Learn how to write a will without a lawyer and ensure your assets are distributed as you wish.

Ms. Kaufman offers the example of a parent with two children who names one as beneficiary of the RRSP and the other as ...

Your investment account’s transfer process after death depends on how you’ve set it up – from quick transfers with proper ...

Eschewing the art world designation as one of the founders of Pop Art, Wesselmann regarded his work as Modernist.

Blended families are very common. When you're creating an estate plan in Idaho that involves stepchildren, former spouses, ...

If you find yourself in the lucky position of either passing along your wealth to your heirs or receiving a wealth transfer ...