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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

Some advisers are moving low-basis assets out of the trusts by swapping in high-basis assets. For years wealthy investors have used grantor trusts to minimize

The good thing about making mistakes when it comes to estate planning is that you won’t be around to suffer the consequences. The downside is

It’s something parents shudder to think about: a will. That’s probably why more than half of Americans with children do not have a legal will.

State and federal estate and inheritance tax rates are what drive most people’s estate plans, but now that tax rates are falling and exemptions are

If you’re 62 or older, you may be able to convert the equity in your home into cash with a reverse mortgage. This loan lets

The legal dispute surrounding the roughly $200 million estate of the late Charlotte developer Henry Faison has been resolved, with his company winning forgiveness of

As we approach the final months of 2014, it’s once again time to consider year-end tax, estate, and financial planning issues.   A recent article

This article gives the example of a businessman who had named his son as the nominee in all his investments. Since the son was managing

Retirement accounts, life insurance and similar items have become an important part of many people’s estate plans. In some cases, they are the only estate

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

The legal system in New Zealand is similar to that in the United States, including the estate laws. As is true in the United States,