A taxpayer may have established a trust long ago for a specific purpose only to have life circumstances and/or legislative changes derail a well-thought-out estate plan. The use of a disclaimer by a ...

Q: If a person is named an heir in a will and they would rather let it go to their children, how do they reject the bequest? Should they tell the executor that they want the bequest to go to their ...

Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Lea Uradu, J.D., is a Maryland state registered tax preparer, state-certified notary public, ...

The High Court of Justice, Business and Property Courts of England and Wales, recently addressed a complex issue concerning the distribution of an estate in the case of White vs Williams. The case ...

Q: My sister recently passed away. She was not married and had no children. Although her will left her estate to my siblings and me, we all agree that our brother, who is sick and having financial ...