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Despite their wealth and business savvy, more than one-third of high-net-worth families have not taken the most basic steps to protect and provide for their

The costs of elder financial fraud and abuse are more than financial. In fact, for elderly citizens who are financially exploited, the impact is more

Many people believe that they’re not “rich enough” to have an estate plan, but this couldn’t be further from the truth. We believe that estate

The estate tax is one of the most hated taxes in the U.S. tax code, especially among those who are wealthy enough to have to

Is there a target on Nick Gordon? He might well conclude that. The erstwhile boyfriend of Bobbi Kristina Brown will likely never see the 22-year-old

Last week’s historic Supreme Court decision, Obergefell v. Hodges, affirmed a constitutional right to same-sex marriage in all 50 states, opening up tax, estate planning

Baby boomers are more concerned with funding their retirements than leaving financial inheritances to their families and charities. While this may have been initially driven

Most summer plans do not include drafting a will and testament. Mowing a lawn choked with weeds and overgrown with grass is more likely to

Choosing the right trustee is vital to ensuring that your beneficiaries enjoy the legacy you intend to leave behind. Rick Friedman, senior vice president and

Maybe you have seen those will-in-a-box kits. Maybe you have even considered picking one up. Think twice about that. While you can draft a will

For example, in West Virginia, that all depends on your family situation. Here are the most typical situations and who gets what: (i) If you

For years, Patrick Severo didn’t understand why people were so reluctant to talk about estate planning. Then the 55-year-old father of three went through the