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Some people have a somewhat unique estate planning challenge: they’re childless and not sure what should happen to the assets they leave behind or whom

Stock Investor’s recent article, “6 Retirement Estate Planning Criteria You Must Address,” says every retiree’s investment objective should address these six criteria: Minimum required yield.

"It’s common for people to consider how they will eventually like their assets to be distributed among loved ones and ministry organizations. But perhaps you

“For those who would like to leave a legacy and include a gift to charity in their estate plan, a Deferred Charitable Gift Annuity is

“Life insurance can pass to your heirs free of tax, if you name the right beneficiary.”

If you turned 70½ last year but did not take the required minimum distribution (RMD) from your IRA, then you had until April 1 of

Valarie Montgomery may have retired from overseeing Michigan State’s financial operations, but she used her estate plan with her husband Mark to leave a legacy

When actress Mary Tyler Moore was told she had diabetes, her doctors gave her a 50-50 shot at living another 35 years. A recent Trust

WXYZ Detroit’s recent article, “Tips you need to know to take a loved one’s estate through probate,” explains that within 42 days of the death,

Kiplinger’s recent article, “FAQs About Required Minimum Distributions for Retirement Accounts,” contains some practical advice to help you comply with IRS requirements. For example, if

November is National Philanthropy Month. It’s a time when the University of Kentucky can show its gratitude to those generous donors who are important contributors

A recent Billionaires Report by UBS and PwC shows that the unprecedented wealth creation that has occurred in the past 20 years is going to