United States: Wills/ Intestacy/ Estate Planning

Gain insights into Heggstad petitions in San Diego. This key guide explains the probate code § 850 and offers trustees and beneficiaries a streamlined way to confirm that assets left out of a trust...

After much uncertainty, Congress has enacted a permanent increase in the Federal Estate and Gift Tax lifetime exemption amounts for 2025 and beyond.

The plot of the 1985 comedy "Brewster's Millions," starring Richard Pryor and John Candy, centers around Montgomery Brewster, a minor league baseball player who stands to inherit $300 million...

According to a survey from LegalShield, nearly 60% of U.S. adults don't have a will — even though 90% acknowledge they need one.

As the summer days come to an end, and Fall fast approaches, the Appellate and Surrogate's Courts have been busy at work issuing the following decisions of interest impacting the field of trusts and estates.

How These Powerful Estate Planning Tools Can Transform Your Wealth Transfer Strategy...

One of the most important decisions in estate planning is the selection of the fiduciaries who will be named to carry out the various aspects of a plan. The person or entity selected to serve in a fiduciary role, such...

The passing of a loved one creates legal responsibilities that their families don't always expect, and a significant item on that list is probate.

Recent federal legislation has permanently extended the historically high unified exemption amount for federal estate and gift tax purposes. The current exemption of $13.99 million per individual remains in place through December 31, 2025...