Estate planning &
settlement resources

Learn the steps to search New York's unclaimed funds database and claim a deceased person's money, updated for October 2026.

Are life insurance payouts taxable? This October 2026 guide covers death benefits, interest, cash value, and estate tax rules for beneficiaries.

An October 2026 guide to Medicaid estate recovery claims, covering protected assets, liens, deadlines, and hardship waivers.

Learn whether an estate check can be deposited into a personal account and what October 2026 rules say about proper endorsement and deposits.

October 2026 guide to step-up in basis: how fair market value at death shapes capital gains on inherited assets.

Understand Form 706's October 2026 filing threshold, required schedules, deadlines, and how portability protects a surviving spouse.

TOD deeds skip probate but don't erase mortgages or liens. Learn about common transfer on death deed issues families face, updated October 2026.

See how inherited IRA RMD rules work for spouses, non-spouse heirs, and eligible beneficiaries as of October 2026.

Understand Form 1310 filing requirements for surviving spouses and personal representatives claiming a deceased taxpayer's refund in October 2026.

A step-by-step look at Form 8822 for executors managing a deceased person's IRS mailing address in October 2026.

This guide covers inherited Roth IRA rules as of October 2026, including tax treatment, deadlines, and withdrawal choices for beneficiaries.

This October 2026 guide explains Form 1041 filing thresholds, deductions, schedules, and Schedule K-1 basics for executors.

Learn what happens when assets never make it into a trust and how executors can sort trust versus probate property in October 2026.

Find unclaimed retirement benefits left by a deceased person using free national and state databases. Guide updated October 2026.

Understand how a joint bank account is handled after an owner dies, from instant transfers to managing probate in October 2026.

Learn how probate attorneys use IRS records to find hidden estate assets, with transcript types and search tips for October 2026.

Discover how to track down bank accounts, retirement plans, and insurance policies left behind after a death, updated for October 2026.

See how pour-over wills pair with living trusts, why they don't avoid probate, and what happens if a trust fails. October 2026 guide.

Learn how to search for unclaimed life insurance policies using free tools like the NAIC locator. An October 2026 guide for families.

Just inherited a paid-off house? Learn how probate, step-up in basis, and co-ownership with siblings work in this October 2026 guide.

Searching for a deceased parent's unclaimed property? This September 2026 guide covers databases, heir documents, life insurance policies, and more.

A 2026 guide to executor and beneficiary tax duties for inherited IRAs and 401(k)s, covering RMD rules and missed-distribution penalties.

A September 2026 guide to managing digital accounts after someone dies, including email access, cancelling subscriptions, and crypto assets.

September 2026 intestate guide: who inherits without a will, how probate runs, which assets are subject to state succession law, and the heir hierarchy.