Estate Planning

The Treasury Department received a mysterious and anomalous payment of $7 billion in estate taxes in early 2023, which spurred questions about who was the source of funds.

Ameriprise Financial's latest "Couples, Money & Retirement" survey found U.S. couples overwhelmingly agree on retirement goals, but most do not have an estate plan in place.

A new study from Ameriprise Financial found that a vast majority of investors plan to pass on generational wealth to their heirs -- but they balk at telling the kids.

The Credible Money Coach offers some guidance on how to take over mortgage payments when a borrower passes away.

A long legal fight over the value of Prince's estate has come to a conclusion.

Republicans are not convinced that President Biden’s plans to shield farmers and small business owners from changes to death taxes are practical –potentially putting millions of family-owned businesses at risk.

Billionaire investor Warren Buffett downplayed the importance of dynastic wealth in the U.S.– and said it would become even less important in the future.

With COVID-19 still on the minds of anxious Americans, wondering if you have enough life insurance is hardly an extreme question.

The executors of Zappos co-founder Tony Hsieh’s estate are in the process of trying to sell more than 90 Las Vegas properties owned by the multimillionaire at the time of his sudden death.

In opposing an asset freeze, the executors' lawyers said George had not shown the estate had been "mismanaged"

Prince's estate is in trouble with the IRS for allegedly undervaluing its assets by a whopping 50%, according to a new report.

If you decide to disinherit someone, you should work with an attorney to make sure your will is valid and your wishes will be followed after you die.

It is unusual for the government to claim a deceased person’s estate. While it might be allowed in some states, it’s considered a last resort.

Here is how a prenup can protect your assets before the marriage is finalized.

Didn't get a prenup before you got married? Don't worry, you can get a postnup.

Getting the family together for the holidays is a great way to discuss the future of your estate.

Late Cars singer Ric Ocasek's widow Paulina Porizkova is trying to get her inheritance back.

The Soundgarden rocker's wife wrote: 'I will not be bullied or shamed into silence'

The luxury construction businessman was previously hit with charges connected to the disappearance of his estranged wife, Jennifer.

Leaders in our nation’s capital owe a long-overdue debt to the thousands of Stanford victims across the country. The fact that Madoff victims have received nearly full recoveries thanks to sustained governmental support only adds insult to injury.