Memento mori—though not a very cheery sentiment, it is a practical one. Though we will die, many of our things—our money, items, children, and legacy—don’t die with us, which is why estate planning is ...

When a person uses a will to leave property to their family, friends or the causes they support, the act is known as a bequest. A bequest can be the cash, investments, jewelry or other items that a ...

Salam aleikum wa rahmatullah wa barakatuI know that for making a will is it not possible give someone more than 1/3 and it is not possible write it for the heirs.My heirs are my husband and my son.I ...

Transferring wealth between generations is a common goal for many families. However, it often requires careful estate planning to make it happen. A bequest, which allows for the gifting of assets ...

Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Ebony Howard is a certified public accountant and a QuickBooks ProAdvisor tax expert. She ...

In Estate of Martin W. Griffin v. Commissioner, T.C. Memo. 2025-47, a Tax Court denied the estate of a Kentucky decedent a marital deduction for a bequest, finding that it wasn’t qualified terminable ...

Fundraisers have long struggled with how to persuade people to leave nonprofits their money. Suggesting to donors that they leave a bequest often involves “death reminders” that may undermine ...