Explore a comprehensive array of resources focused on the essentials of estate planning, including video interviews with experienced estate attorneys, in-depth articles on wills and trusts, and key legal glossary definitions. Visitors will gain valuable insights into how to effectively manage and protect their assets, understand probate proceedings, and navigate the complexities of wealth transfer. This section is designed to provide authoritative information for anyone looking to understand the intricacies of planning for the future without offering legal advice.
A will contest is a legal challenge to the validity of a will, typically filed in probate court after the person dies. It usually alleges issues like lack of capacity, undue influence, fraud, improper execution, or a newer will that supersedes the old one. This article explains who can contest a will, common grounds and […]
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An undue influence claim alleges that someone used manipulation or pressure to override another person’s free will—often affecting a will, trust, or major financial decision. It commonly arises when a vulnerable person is isolated or dependent and a trusted individual benefits unexpectedly. This article explains the legal elements, red flags and evidence, who can file,
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A holographic will is a will written and signed in the testator’s own handwriting, and in many states it can be valid without witnesses. It’s often used in emergencies, but strict rules about handwriting, signature, and clear intent determine whether a court will accept it. This article explains how holographic wills work, which states recognize
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A codicil is a written legal amendment to an existing will that changes, adds, or revokes specific provisions without replacing the entire document. It must generally be executed with the same formalities as a will—such as proper signing and witnessing—to be valid under state law. This article explains what a codicil is, when to use
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Gift tax is a federal tax that may apply when you give someone more than the annual exclusion amount—$18,000 per recipient in 2024—though most people owe $0 because of the lifetime exemption. In many cases, you still must file IRS Form 709 to report gifts above the limit, even if no tax is due. This
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Inheritance tax is a state tax some beneficiaries may owe on inherited money or property, and only a handful of U.S. states currently impose it. The rate and exemption depend on where the deceased lived and your relationship to them, with spouses often exempt and more distant heirs paying more. This article explains how inheritance
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Estate tax is a federal tax on the transfer of a person’s assets at death, and in 2025 it generally applies only to estates above the federal exemption (about $13.6 million per person). Some states also impose their own estate or inheritance taxes with lower thresholds. This article explains how estate tax works, what counts
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An heir is a person legally entitled to inherit property from someone who dies, either under a valid will or under state intestacy laws when there is no will. Heir priority typically follows family relationships such as spouses, children, parents, and other relatives. This article explains who qualifies as an heir, the main types of
An inheritance is the money, property, or other assets a person receives after someone dies, typically through a will, trust, or state intestacy laws. The amount and timing depend on the decedent’s estate plan, outstanding debts, and probate or trust administration requirements. This article explains what counts as an inheritance, how it’s transferred, who is
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A bequest is a gift of money, property, or other assets made through a will to a named beneficiary, organization, or charity. It takes effect only after the will-maker dies and the estate is administered, and it can be specific (a particular item) or general (a sum of money). This article explains how bequests work,
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