Estate planning is an important part of financial preparedness, yet it’s often overlooked. According to a survey conducted by Caring.com, the amount of Americans with a will declined from 33% in 2022 ...

Our dad is 93 and has a reverse mortgage on his house, where he lived until recently with my brother and my brother’s friend.

Following the death of a loved one, there may be fear and uncertainty about what to expect. However, needs must be attended to on behalf of the deceased. Specifically, an estate executor must be ...

Most people are completely unaware of the heavy personal legal and financial responsibility they accept when they agree to ...

The facts of Estate Spenlinhauer v Commissioner (U.S. Tax Court, Dec. 30, 2025) read like an instruction manual on how to ...

Selecting an executor for your estate is one of the most crucial decisions in the estate planning process. The executor will be responsible for managing your assets, ensuring that your wishes are ...

This transcript was prepared by a transcription service. This version may not be in its final form and may be updated. J.R. Whalen: Here's Your Money Briefing for Wednesday, July 3rd. I'm J.R. Whalen ...