Estate planning is essential for families who want to secure financial stability and build generational wealth.

The most important tip is to start discussions as soon as you can. Give yourself enough time to get your ducks in a row and ...

By Jack Dooley Estate planning is not just something for the uber-wealthy or very old but for everyone. Estate planning is ...

The good news is that you’ve probably already done a little bit of estate planning—you just may not be aware of it. It’s ...

"If you don't appoint someone in your will or POAs, the government and health care agencies will have to make decisions for you, and they don't truly know your wishes," says Jay Zigmont, a certified ...

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

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

Learn expert estate planning tips from Todd Whatley, Lauren Adcock, and Ian Weiner. Discover strategies for securing your ...

Last week’s federal election results place a Republican in the White House and shift control of the Senate and the House to ...

November 2024 AFRs and 7520 Rate - The November 2024 Section 7520 rate for use with estate planning techniques such as CRTs, ...

If you have a family or dependents, basic estate planning is essential for financial security. Name beneficiaries on all retirement accounts, establish a will, and consider a trust if necessary.