Explore asset distribution strategies for estate planning, including the factors influencing the strategy choice and the ...

Estate planning professionals and families face significant challenges when dividing tangible personal property—artwork, jewelry, family heirlooms, and collectibles—among multiple heirs. Traditional ...

The best way to be sure that your thoughtful estate planning will work as anticipated when the time comes is to walk through it with your planning attorney, from the viewpoint of a person beginning ...

When retirement benefits are payable to a decedent’s estate, what unique obligations and opportunities does the executor of the estate have with respect to those benefits? Last month, we looked at the ...

Trustees of nongrantor trusts and, to a lesser extent, executors of estates often desire to treat distributions to beneficiaries as including realized capital gains, so that these gains are passed, ...