When it comes to sharing property with another person, there are a few different forms of legal ownership to choose from. Of these, two common shared estate ownership options include joint tenancy and ...

Folks considering asset protection in any of the nine states (AZ, CA, ID, LA, NV, NM, TX, WA, WI) that have Community Property laws are often mystified and confused by what it all means. At least as ...

If you live in a community property state, you may need to make certain adjustments to your tax return to satisfy this special ownership requirement. Community property is a type of joint ownership ...

Jamie Hopkins breaks down how these trusts can help clients reduce capital gains taxes through basis step-up planning strategies ...

If you are getting married in Arizona, California, Idaho, Louisiana, Nevada, New Mexico, Texas, Washington, or Wisconsin, laws around your money and property work a bit differently than every other ...

MP McQueen is a veteran journalist who has covered national and metro news, and has written and edited articles for legal and financial publications. Erika Rasure is globally-recognized as a leading ...

Q: Does an IRA inherited by a child become the child's separate property in Texas, thereby protecting the interest of the child in the event of a divorce? Is this answer applicable to other states? A: ...

Q: Both my wife and I have been married before. We each have our own biological children and we brought our own assets, including financial accounts, to our marriage. We agree that we want to keep all ...

Texas has a little-known estate planning technique available to spouses – the Community Property Survivorship Agreement. Here is how it works: Both spouses sign a written agreement that all or part of ...

When it comes to sharing property with another person, there are a few different forms of legal ownership to choose from. Of these, two common shared estate ownership options include joint tenancy and ...