A beneficiary is the person or entity legally designated to receive assets or benefits from financial...
An heir is a person legally entitled to inherit a deceased individual's assets, such as money, property,...
A living will is a legal document that states your medical treatment preferences when you cannot communicate,...
A Last Will and Testament is a legal document that directs how your assets and guardianship decisions...
Probate is the legal process that validates a deceased person's will, settles debts, and distributes...
An Estate Distribution Plan details how your assets will be allocated to your heirs or beneficiaries,...
Estate planning is the process of preparing legal and financial arrangements to manage and protect your...
A Grantor Trust is a legal structure that holds pools of mortgages within mortgage-backed securities...
The CP224 notice is issued by the IRS to notify taxpayers of penalties due to incorrect estate income...
Abatement for duplicate estate tax returns involves requesting the IRS or relevant tax authority to remove...