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 ...

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

For states with an estate tax, the rates vary depending on the specific laws there. However, "18% is the federally mandated ...