estate planning

"Per stirpes" vs. "per capita." Making the wrong choice could cause an estate planning disaster.

Should you really agree to give up control of your assets? There are some good reasons to get this type of trust, but there are some major drawbacks a…

CRTs offer tax and income-planning flexibility as life changes over the years.

The COVID-19 pandemic has many people finally taking action to fill out advance health care directives, wills and powers of attorney. Here are some ti…

Create a legacy letter to communicate values, experiences and life lessons to your family.

COVID-19 has forced a lot of people to think about hard life-and-death decisions. Filling these documents out now will make sure you and your loved on…

Locking up certain important documents and valuables in a bank vault could turn into a headache for you or your heirs.

Certain documents and valuables, including certain things with sentimental value, should be stored securely at your bank.

Some situations where you may need to change your will should be obvious to most people. But others just may surprise you.

With the help of a college or community foundation, you can establish a scholarship in the name of a loved one to help students in perpetuity.

The unique financial climate ushered in by the coronavirus offers well-off investors the chance to implement a little-known estate-planning strategy c…

If there's a family member or a friend in your life who refuses to do their will and get their estate in order, here are some tips to finally get them…

Nothing upends your world like the death of a spouse, leaving you at a loss for what to do next.

An asset-protection trust is one strategy to consider to help preserve your family's legacy, but it must be done thoughtfully ... and early.

You're doing everything you can to stay healthy for your family. Now go the extra step and take care of all the loose ends left hanging from your esta…

I just got appointed agent under a financial power of attorney. What do I need to do next?

Even simple estates need a plan, whether it be a will or possibly a trust. Putting your plan together is like climbing a ladder: Just take it one rung…

From saving too little to claiming Social Security too early, there are plenty of ways retirees -- and those planning for retirement -- can sabotage t…

Estate planning ensures financial security for your loved ones if something should happen to you by protecting your hard-earned assets – such as your …

A confluence of financial conditions during this challenging time means that some families with very large estates may want to consider taking steps s…

Financial life planning helps retirees identify their core values and connect them with their financial decisions and life goals.

When you’re trying to get a handle on your money, from investments and savings to figuring out retirement and preparing for your future, you might nee…

If you are quarantined or under a lockdown and can't get to a notary, how can you get your will, trust and other documents executed? Don't give up. Th…