Forget politics! Holidays offer families a valuable opportunity to talk about their shared financial interests.

The irrevocable life insurance trust (ILIT) cannot be rescinded, amended, or modified after its creation. Here are three ...

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

Danielle Mayoras, attorney, author and legal expert, has tips on how to approach the subject of family estate planning over ...

According to the Center for Retirement Research’s National Retirement Risk Index, 39% of today’s working-age households will ...

Emotional inheritance is the sum total of the values, stories, life lessons and family traditions we amass during our ...

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 ...

Suze Orman's estate planning strategies can ensure that your assets are protected and your loved ones are taken care of.

Clients increasingly view estate planning as a core element of holistic wealth management, not just a one-time task, ...

Simplify estate planning with these 7 steps. From finding an attorney to managing documents, learn how to effectively ...

No one really enjoys thinking about estate planning. It's intimidating and can feel overwhelming. Add in all the emotions of ...