estate planning

You can reduce stress and expenses for yourself and your family if you develop an estate plan that includes these important documents.

Anyone with an estate of $3.5 million or more should think about getting in line now to talk to an estate professional, because offices everywhere are…

You may love your son-in-law or daughter-in-law now, but that could change down the road. So, if you don’t want your money going to your kid’s future …

Irrevocable trusts open the door to important tax strategies, but they mean the loss of control of the assets held in the trust … or do they? Today’s …

The benefits of starting your own foundation extend far beyond tax savings: It can help preserve your family’s wealth and unity.

One estate planning mistake I see all the time is that parents want their children to inherit their homes and treasured possessions, and they assume t…

Ultra-wealthy people, including Bill Gates, have family offices, but so do about 10,000 others. What is a family office, and is it right for you? Get …

Per capita or per stirpes? Ensure fairness across generations by choosing the right annuity or life insurance distribution method for your beneficiari…

Begin with the basics, starting with a will. You may even be able to use an online will-writing program.

Managing your parents' finances can be a difficult situation. Doing so if you haven't laid down a plan for how to do it is worse.

Financial planner Mari Adam helps couples work together to have a good relationship with each other – and their finances. Also, some twists for 2020 t…

Being prepared is going to feel great, you’ll see. As you work your way down the list, make sure you communicate your decisions with your loved ones.

Charitable remainder trusts give you more options and more control on how your heirs inherit now that the “stretch” IRA is a thing of the past.

Families come in all shapes and sizes. Here’s how to make sure yours is financially protected regardless of who’s part of it.

'Tis the season for giving. So think about taking advantage of the annual gift tax exclusion before the year ends.

Every family has one – or maybe more – black sheep. They’re people who march to their own drum, and handing them an inheritance could be problematic. …

Follow this estate planning checklist for you (and your heirs) to hold on to more of your hard-earned money.

Creating generational wealth takes careful planning and thoughtful sharing of intentions, plus the right investment vehicle.

Unless you have a specific need for separate trusts, it’s usually best to avoid the headaches they cause and go with a joint trust instead. Here’s why…

As for giving away your money while you’re still alive to see it go to the ones you love, there are pros and cons to think about. But when it comes to…

Gifting sounds pretty simple, but there are many ways to do it, and several tax ramifications to be aware of as well.

Estate plans are about more than just who gets what. To ensure a lasting legacy, you need to get your documents in order and have a clear plan for how…

Here’s how to prepare for the worst in this terrible, horrible, no good, very bad year.

As the estate tax exemption amount increases, fewer estates are subject to the federal tax.

Your real estate holdings, life insurance, bank accounts and retirement savings won’t magically flow into your trust. You have to put them there. Fail…