When you buy a home, the way the title is held affects how the property is managed, transferred and inherited. Some homeowners place a home in a trust to add privacy or simplify what happens after ...

More people are buying homes these days with friends, siblings, and significant others who are not their spouses. But if one of you dies, what happens? How can you keep your property safe in the event ...

Forbes contributors publish independent expert analyses and insights. I write about charitable giving and estate planning ideas. Many taxpayers created irrevocable trusts and transferred significant ...

Lisa, a 69-year-old retiree in Miami, is ready for a change. After decades of living in the outskirts of the city, she and her husband want to relocate somewhere quieter and more affordable. Their ...

Estate planning has two components: the organizational (writing documents and securing funding) and the operational (what happens next as life goes on). Much emphasis is put on the organizational ...