With a self-directed IRA, you can take an in-kind distribution—transferring ownership of an asset to yourself—to satisfy your ...

Forbes contributors publish independent expert analyses and insights. Bob Carlson researches all facets of retirement finances. Many estate executors focus on estate taxes and forget about income ...

On January 12, 2023, the Michigan Court of Appeals issued its decision in In re Claeys Revocable Living Trust, 2023 Westlaw 175242, No 360054 (Mich Ct App Jan 12 2023), which considered whether a ...

Tangible personal property – that is, property (other than land or buildings) that you can see or touch – is a special asset class in many estates. A client’s tangibles include their jewelry, clothing ...

In our increasingly digitized world, our lives are inseparable from technology. From cherished memories stored in digital photo albums to valuable assets held in online accounts, our digital footprint ...

A US court has decided to delay the distribution of money recovered from the estate of bankrupt property developer Sean Dunne after objections were raised by the businessman.