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The irrevocable life insurance trust (ILIT) cannot be rescinded, amended, or modified after its creation.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

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 ...

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

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 ...

With Oklahoma’s enactment of the OUEEPDA this month, a last will can now be signed, witnessed, notarized to be made ...

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

Increasing ROI in affordable housing requires a blend of thoughtful design, sustainable planning and modern construction ...

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