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

Investopedia’s recent article asks “Should You Store Estate-Planning Documents Digitally?” The article reports that two Arizona...

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

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...

June 26 is the day last year that the Supreme Court declared same-sex marriage legal in the U.S. Bankrate’s article, “Same-sex marriage...

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...

A recent article from NJ 101.5, “Should you leave a business in your will?,” asks whether using a will for business succession may have...

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...

Life insurance can be very complicated and confusing. It’s also an area where mistakes can be made very easily. A recent study that...

ThinkAdvisor’s article, “New Estate Planning Strategies for a Post-Portability World,” says that there may be many folks who’ve continued...

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

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...

While most baby boomers in their 60s are healthy, many Americans will have health issues when they reach their 70s. With sicknesses like...

When we’re all trying to save more money for retirement, the options can be confusing. For instance, is it better to put money in a Roth...

If you plan to retire in the next 20 years, you need to start looking at your options and plan to make more informed decisions about your...

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

Baby boomers are heading toward retirement, and some are already there, as the oldest members of the generation turn 70 this year. This...