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...

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

You want to prosper by following tried-and-true principles of effective wealth creation and asset management—not myths passed down from...

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...

Estate plans have several components to help beneficiaries carry out the requests of the benefactor. You want to start tackling those...

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...

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...

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...

Unexpected circumstances can happen, so don’t put off writing your will. This is a big job. Here are some of the important steps to take...

Nerd Wallet, in “Avoid This Estate Planning Mistake,” reminds us that many assets have their own beneficiary designations, including...

A couple with four children may want to split their estate four ways when they pass away. However, what do they do if two of their...

Jointly held property can be held either as joint tenants or as tenants in common. Joint tenancy has what is called the right of...

The Wall Street Journal reports in the April 27 article, “What Prince and Abraham Lincoln Have in Common,” that the purple rock royal...

The sister of the late rock star Prince told the press that the 57-year-old Minnesotan has no known will. She recently has filed court...

When do you want to pay taxes? True, no one really wants to pay taxes; however, when you are saving for retirement, you get to make a...