family members

As retirement gets closer, a lot of people start looking at their finances and thinking about what comes next. That often leads to conversations about transferring money, giving assets to children, or reorganizing investments. While those moves can sometimes make sense, they are not always as straightforward as they seem.

Losing parents is already emotional enough. But when there’s no will involved, families often discover they all have very different ideas about what inheritance law is “supposed” to look like. Is the oldest child really first in line?

The IRS can take longer than usual to process the final tax return for an estate.