Dear Quentin, My husband and I have a joint investment account with $500,000 in it. It’s money I came into the marriage with ...

A transfer tax is a duty collected on the transfer of property from one individual or entity to another. Transfer taxes can ...

The largest wealth transfer in history has begun. It doesn't mean you have to accept everything bequeathed to you. Here's ...

Choosing the right person to manage the assets you leave behind can be just as important as selecting who will inherit your ...

In other words, the laws of the state would then decide who is next in line to receive your uncle’s $2 million estate. With no spouse, children or grandchildren living — stepchildren and former ...