What are the tax consequences of real estate joint ownership when one owner dies?
It can get complicated, especially if the surviving owner resides overseas—where that country's tax laws may apply as well.
Estate Planning
Is probate an inevitable cost for a surviving spouse?
Sandra and her husband have lived in their principal residence for 40 years, but his is the only name...
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Downsizing vs reverse mortgage: Which option is right for you?
Depending on your age, where you live currently and where you want to live in retirement, selling your home...
Unique ideas for your last will and testament
A straightforward will can work well for many people but, for some, there are clauses to consider that might...
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Creating your will: a guide for couples
Financial pros share tips for getting on the same page as your partner.
Partner content
The power of a last will and testament: How your final wishes can make an impact
You can use bequests—possessions, sums of money and percentages of your estate—in creative ways to make a difference to...
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Is a reverse mortgage right for you?
Drawing on the equity in your home, a reverse mortgage is like a loan to yourself—and one you won’t...
Is this couple on track to leave their 3 kids an inheritance?
Bob and Janet are DIY investors seeking advice on how to reach their estate-planning goals. They can improve their...
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Should you consider using joint accounts to avoid probate?
Would listing Laurel as her aging mother’s joint account holder simplify management of her mother’s affairs if she is...