After your divorce is finalized, it's easy to get overwhelmed by a sea of tasks and to-do lists. One crucial item you should ...

Map out your family's future and leave a legacy with well-drawn wills, the right types of trusts, and careful estate planning ... Up a Trust Fund What does it mean to give someone power of ...

Estate planning is one of those tasks that makes almost any other job look appealing, no matter how lowly. The good news is ...

A 529 plan can be a valuable tool in estate planning, particularly for families who want to minimize taxes while saving for ...

President Trump might extend the bonus estate tax exemption or even repeal the estate tax. But estate planning remains ...

Planning your estate can feel like a daunting task ... set your beneficiaries with your retirement plan custodian would mean you’ve overlooked an integral component of your estate plan that ...

What does this all mean for the future of estate planning and in particular for steps that should be considered today? Estate Tax Exemption The federal estate tax exemption is scheduled to be $14 ...

The step-up in basis, one of the most powerful tools in estate and tax planning, can make a huge difference in capital gains ...

Here’s what you can expect from an experienced adviser during the estate-planning process: 1. Conveys urgency through potential consequences: Many advisers know that saying something is urgent doesn’t ...