Using the IRS tool can help, but it won’t answer all your questions. It's best to work with a lawyer in the end.

Meanwhile, a quarter (26%) of Millennials expect to receive an inheritance (excluding the 6% who say they already have), while 26% of Gen X and 30% of Boomers+ plan to leave one.

Generally, relationship property is assets you've gained during the relationship, such as the family home and contents, even ...

Advisers need to work harder to include their clients’ heirs in estate plans because 92% of heirs change advisers once they receive an inheritance, according to one industry leader.