Estate planning lets you determine how you want your assets distributed upon your death. Not to be morbid, but for those under 40, be...

Given that he has a fortune estimated at more than $5 billion, Sumner Redstone could hire the best estate planning help that money could...

A recent New Jersey 105.com article explains that the executor’s role is very significant and has considerable responsibility. The...

Members of the military have special estate planning needs, particularly when they’re deployed. These families also have access to...

Cincinnati.com’s May 27, 2016 post, “Getting started is the first step in estate planning,” points out that a definition for estate...

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...

Probate creates a public record of the will. It’s the process after death whereby a will is presented to the probate court to be...

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...

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

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

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...

Long-term care planning is something most Americans fail to do for themselves or for their loved ones. This can put adult children in a...

Kiplinger’s recent article, “Rolling over Retirement Savings to a Health Savings Account,” advises that you can make a tax-free rollover...