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Many wealthy people seek to control how their heirs can spend inheritances. However, some seek to use inheritances as a way to control how their

Until now, when someone passed away, we offered a basic memorialized account which was viewable, but could not be managed by anyone. By talking to

Here’s a frightening statistic from the just-released United States of Aging survey: Only 3% of professionals supporting people 60 and older say they are very

Determining a process for passing assets on to heirs is an integral part of the estate planning process. But it’s not always easy to determine

Life insurance, IRAs, 401(k) plans and other retirement accounts pass directly to the beneficiaries you designate outside of your will. Brokerage accounts, on the other

Good luck to your loved ones when you die, because you are going about your estate planning all wrong. According to a recent study from

A new TD Ameritrade survey says that bumps and detours along the road to retirement are the norm, not the exception, with two-thirds of Americans

The IRS wants to sharply curtail a favorite tax benefit affecting family partnerships and LLCs. The U.S. Treasury Department is zeroing in on new regulation

The government has a knack for catching on to the most popular loopholes. There are plenty of tips and tricks to maximizing your retirement benefits,

Two years after New York socialite Brooke Astor died in 2007, her son, Anthony Marshall was convicted of bilking her of millions of dollars. The

Despite their wealth and business savvy, more than one-third of high-net-worth families have not taken the most basic steps to protect and provide for their

The costs of elder financial fraud and abuse are more than financial. In fact, for elderly citizens who are financially exploited, the impact is more