Heirs and Beneficiaries

Tips on distributing items of sentimental value in a loved one’s estate.

What you need to know before you sell the home of a late loved one.

From jewelry to letters to military dogtags, family heirlooms keep past generations with us.

Most people who serve as executors are also beneficiaries in the same estate.

Inheritance tax is a state tax you must pay on money or property received as a beneficiary of a loved one’s estate…

What to do with stocks might be the most important decision you’ll make as executor.

The role of an estate executor and how to settle an estate…

If you have children who are minors, you may want to consider a testamentary trust…

When settling an estate, remember to be fair to yourself.

Even after death, there are taxes to be paid, so here are some general tax guidelines for estate executors…