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A well-planned estate is a wonderful legacy you can leave your heirs — instead of untangling a messy estate, they can follow concrete steps, allowing

Doctors are normally viewed as trustworthy. We trust them with our lives. A lawsuit in New York suggests that it might not be wise to

According to a Bankrate.com poll, 36% of Americans of all ages have not begun saving for retirement—including a rather shocking 25%+ of the 50-64 year-olds

The recent deaths of Robin Williams and Joan Rivers have saddened millions of fans. But at the same time, they’ve also provided two positive models

What is the $5 million federal estate-tax exclusion, and how does it work? You deal with taxes every year (technically at every time you open

In late 2012, my wife and I looked at our list and decided to reallocate our giving. One big goal was to devote a higher

IRA holders have two ways to “stall” adult children or other heirs from doing an immediate cash-out of the IRA when the surviving spouse dies.