A living trust, also called a revocable trust, is a widely used estate planning tool. Here are the pros and cons for those ...

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

However, there is much more to include in your estate planning to make certain all of your assets are transferred seamlessly to your heirs upon your death. A successful estate plan also includes ...

You don't need to be a high-net-worth individual to plan an estate. Planning can be worth it, no matter how many assets you ...

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

An estate planning attorney will also be familiar with ... While working on your estate plan, it would also be advisable to include your financial adviser and tax adviser in discussions to make ...

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 ...

Understanding what is included in the gross estate is important for inheritance, taxes, and the executor’s responsibilities.

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

Step 6: Don’t Neglect the Softer Side of Estate Planning This may include considersations like: If you end up needing long-term care, would you rather receive that care at home, provided you ...