Parents who have spent a lifetime saving often want a simple way to help a daughter pay bills, avoid court delays, and ...

A recent client scenario brought to light the many drawbacks of joint ownership as an estate planning tool. In this particular case, the client’s aunt added him and his cousin as joint owners of her ...

The question I have is regarding a joint margin account with a brokerage. What happens on the death of one spouse? Does the ...

Forbes contributors publish independent expert analyses and insights. Admitted NY Bar and US Tax Court, covers US international tax law. Joint ownership with right of survivorship is a convenient way ...

Rajeev Dhir is a writer with 10+ years of experience as a journalist with a background in broadcast, print, and digital newsrooms. Betsy began her career in international finance and it has since ...

Without the proper setup, your taxable investment account won't simply transfer to family members after death. Even with a death certificate in hand, loved ones can face weeks or months of paperwork ...