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The administrator of a decedent’s estate in Oklahoma appealed an order from the trial court forcing the administrator to file a federal estate tax return

Financial Planning’s recent article, “Save clients from tax pitfalls, family strife when passing on that lake cabin,” says that a parents’ well-meaning bequest could wind

Did you know that about 1,300 new stepfamilies are created every day? That’s from the Stepfamily Foundation, and the Pew Research Center says 41% of

“The road to retirement is pretty straightforward—until you start getting close.”

“If you use a 529 plan to save for a grandchild, here's what you need to know.”

“Even though you and your ex-spouse may no longer be in love with each other, you may still have the ability to tap into his

The Longest Day is a team event to raise funds and awareness for the Alzheimer’s Association. It is held annuallyon the summer solstice, the duration

“It is not easy to speak about living wills. But for every first responder, it’s a conversation worth having.”

“For now, trimming your tax tab is up to you, not the men and women in Washington who write the tax law.”

“The experiences of people we care about often deeply affect us.”