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 ...

By Jack Dooley Estate planning is not just something for the uber-wealthy or very old but for everyone. Estate planning is ...

Danielle Mayoras, attorney, author and legal expert, has tips on how to approach the subject of family estate planning over ...

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

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

Tax planning always requires forethought ... Entrepreneurs also made hasty decisions by employing estate freeze techniques in company stock for their minor children, often without properly ...

What is currently driving clients to seek guidance about estate planning? To find out, Trusts & Estates recently conducted an in-depth survey of the financial advisor and estate-planning ...

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

Estate planning and financial planning are often treated as separate disciplines: one dealing with wealth during life and the other focusing on wealth after death. But they're actually two sides ...