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If your parents don’t have wills, how do you convince them that they need them? Education is key, says NJ 101.5 in “Talking to your

What if you have adult children that are—to put it kindly—financial disasters? What can a parent put in place so these adult children comply with

While considering your long-term investment goals, meet with your team of professional advisors to look at any issues or changes that could impact your typical

Everyone’s busy with families, careers, home-buying, and then one day, college for the kids. It shouldn’t be too surprising that retirement planning takes a back

A living trust is a legal document that holds title to your assets for your benefit (and likely with you as the trustee) while you’re

“Whether your company has decided to move its headquarters or operations to a new state or asked you to move to a different office location,

You can use the details on Form 1040 to spark discussions about much more than tax planning with your estate planning attorney, says CNBC, in

A recent Forbes article addresses an interesting question: “If the U.S. Federal Estate Tax Goes Away, What Will Single-Family Offices Likely Do?” Even if the

As icky as it can be to think about your own death, estate planning attorneys will tell you that it’s imperative to protect your family

With people living longer, things can be messier. There’s more time for a second marriage, more time for assets to accumulate, and more time for

The unforeseen legal consequences incurred by a second or even third marriage can snarl careful estate planning and leave heirs disenfranchised and bitter, warns On

A few months ago, the Treasury Department announced its proposed regulations that will, if finalized as currently written, substantially limit the applicability of current valuation