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What happens if you die in GA without a will? Here’s who gets your property

“If you die without a will, any assets leftover after your debts are paid off will go to your living relatives. If you have ...

Unmarried couples aren't viewed as 'a default unit' at end of life, advisor says. Why that matters

For the 9.5 million U.S. households headed by unmarried couples, a partner's death wouldn't come with the 'automatic safety ...

‘I would like to give her a head start in life’: My house rose in value by $500K. Do I gift it to my daughter at a bargain price?

Dear Quentin, Am I allowed to sell my house to my daughter way below market rate? It’s paid off and I would like to give her ...

Inheriting an IRA? Advisors warn these 3 costly mistakes could drain far more of your windfall than you expect

For example, some beneficiaries choose to only take the RMDs and end up with a large remaining balance in year 10, which then ...

We’re in our 80s and considering converting our Roth IRAs now before one of us dies. Will it spare our family a future tax headache?

Tax and estate planning isn’t for the faint of heart. The rules are complex and each decision seems to have a multitude of ...