As you get older, you, your older relatives or both may need to address questions about how to leave assets to others when you pass away....

Fewer than half of adult Americans have estate planning documents. For those who die without a will or trust, their state laws determine...

If you want to keep your vacation house in the family, start planning. If you don’t include it as part of an overall estate plan, it can...

The time, financial and emotional commitment involved with contesting a will can often be much more expensive than the value of the...

Loose ends in estate planning can lead to lost opportunities, stress, last-minute fixes or—worst of all—failing to designate money to...

If you have multiple grandchildren with 529 college-savings accounts, can you move some money from one grandchild’s account into the...

After a lifetime of hard work, you want to enjoy a good retirement. You want to do more than just pay the bills and survive. If so, sound...

Generation X is hitting middle age! Bummer, to be sure. However, there’s still plenty of time to boost retirement security. If you need...

Hopefully you and your spouse have already begun the communications concerning your respective ideas for retirement. And ideally you...

Congress used to wait until the end of the year to extend the law that let people make a tax-free donation of up to $100,000 from their...

There are growing reports of trouble on the horizon for Muhammad Ali’s estate and his legacy, according to Forbes’ recent article...

All of the details of Ali’s will have not been uncovered after his recent death. Nonetheless, Investment News says in “How will Muhammad...

The good news is that you’re going to live a long life. The bad news is that you may face the difficult transition of requiring nursing...

Some of the money that’s owed is from Whitney’s song and performance royalties. There’s also a $9 million dispute over the value of her...

Bloomberg BNA’s recent article, “Future of Popular Estate-Planning Tool May Hinge on Election,” discusses the grantor retained annuity...

Sumner Redstone, the elderly media mogul, offered his daughter Shari $1 billion for her 20% stake in his empire. This was in part to make...

The estate tax is a tax on property transferred at your death, and recent changes in the tax laws have increased the amount that you are...

A recent post on cincinnati.com, “Tough task: Dividing assets after a death,” asks this question: when it comes to passing assets to the...

A Los Angeles judge has dismissed a lawsuit that challenged Media Mogul Sumner Redstone’s mental competence. The Los Angeles Times’ May...

According to a recent survey, 64% of Americans don’t have a will. Most of them don’t have one because they just haven’t gotten around to...