When an individual passes away, their assets must be distributed to their named heirs or beneficiaries. The beneficiaries may be designated as a co-owner or a beneficiary, or the assets will pass to ...

The fintech revolution is reshaping the financial services industry (that is especially the case if you ask the fintech companies themselves), but tech offerings for estate planners generally remain ...

The world of trusts and estates management might not seem very cutting-edge, but Leah Del Percio, a former DLA Piper attorney with ten years of experience as a tax and estates lawyer, is looking to ...

If you’re named as an executor in a loved one’s will, you’ll be responsible for sorting out their affairs and sharing out their assets. This process is known as estate administration. This generally ...

On June 28, 2022, the Internal Revenue Service published proposed regulations (proposed regs) under Internal Revenue Code Section 2053. (Federal Register: Guidance Under Section 2053 Regarding ...

An estate account is a specialized checking account used to manage a deceased person’s financial affairs. It allows an executor or administrator to collect assets, pay debts and distribute funds to ...

The National Assembly last Thursday approved a bill to improve management of the estates of deceased persons valued at up to $750,000 where no will has been left. The Deceased Persons Estates’ ...