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 ...

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

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 ...

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

With a bit of knowledge and some strategic planning, you can transform estate planning from a daunting task into a manageable and even empowering experience. Here are three tips to help you navigate ...

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

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.

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

These are our best tips for Ohio estate planning to handle the future of your estate. A financial advisor can help you create a personalized estate plan to manage and distribute your assets.

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