Estate Law Reviewer

Brianna Santos

Brianna Santos is a seasoned estate law expert with over two decades of experience in reviewing and overseeing complex estate plans. She has a strong background in taxation and trust administration, making her a trusted authority in her field. As a lead reviewer, she ensures the accuracy and relevance of estate law content.

Credentials

Lead Estate Law Reviewer

20+ yearsTrust AdministrationEstate Planning

Reviewed posts

Articles reviewed by Brianna Santos

What Is an Asset Transfer? Methods, Taxes, and RisksWhat Is a Trust and Why Do I Need One? Types and CostsCan You Do a 60-Day Rollover on an Inherited IRA?Do You Have to Pay for a Death Certificate?What Does It Mean to Put Something in a Trust?Is Inherited Property Taxable? Estate and Capital GainsWho Owns a Life Insurance Policy? Rights and ResponsibilitiesWhat Does a Trust Officer Do: Duties and ResponsibilitiesHow to Calculate Gift Tax: Rates, Exclusions and FilingHow to Become a Paid Caregiver for Your ParentsDo Spouses Pay Inheritance Tax? Federal and State RulesHow to Obtain a Medical Power of Attorney FormHow to Start Estate Planning: Steps, Documents & CostsWhat Is IRS Form 709 and When Do You File It?Can I Give My Parents Money Tax-Free? Limits & RulesHow to Preserve Wealth: Trusts, Taxes, and Asset ProtectionHow to Notify Credit Card Companies of Death: Steps to TakeWhat Is Form 1310? Claiming a Deceased Taxpayer's RefundWhat Assets Get a Step-Up in Basis at Death?What Does a Trust Protect You From? Creditors and MoreCan I Add a Beneficiary to My Bank Account Online?Why Do I Need an Appraisal for Inherited Property?How Much Is in a Trust Fund? How to Find OutDo I Need Both a Will and a Living Trust?Who Is the Beneficiary of a Living Trust: Types and RightsWhat Happens When Someone Dies Without a Will?Is Estate Money Taxable? Federal and State RulesCan Life Insurance Be Garnished? Exemptions and ExceptionsAre Gifts to Family Tax Deductible? Gift Tax RulesIs a Trustee a Beneficiary? Roles, Risks & Tax