If you live in a community property state with your spouse, or if you had lived in a community property state with your spouse for any prior period of time, the assets accumulated while there have ...

The Sacramento Community Land Trust has acquired its first property — a community garden in west Del Paso Heights. The land trust was established in 2018 after years of organizing by neighborhood ...

Section 1014(e) sets out an exception to the general rule of Section 1014(a) with respect to transfers of appreciated property acquired by the decedent within one year of his death. Section 1014(e)(1) ...

Forbes contributors publish independent expert analyses and insights. I write about charitable giving and estate planning ideas. So you’re married. You received a gift from Aunt Jane while she was ...

Revocable trusts can go by other names like living trusts, inter vivos trusts or even “loving” trusts, but their purpose is the same: to address the problems that traditional last wills and testaments ...

When are two living trusts better than one? When you’re the drafting attorney and get paid per document. Just thought I’d get that joke out of the way before the comments arise. The real answer is ...

Families engaged in sophisticated wealth transfer planning benefit from proactive advice as they consider a more thoughtful and comprehensive approach to achieving long-term financial success. Within ...

Won the lottery lately? Inherited cash or real estate? Or perhaps you got a big bonus at work or finally sold that screenplay you’ve been working on for years. Congratulations! Take a moment to revel ...