Blog

What should you and your spouse do if you own your house, are retired, with a high six-figure nest egg, and no will or trust?

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

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

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

Selecting the executor of your estate or a trustee is one of the most important decisions in estate planning.   A recent Investing Daily article,

When is an individual retirement account not a retirement account? When the Supreme Court says so. In a unanimous decision in June, the Supreme Court

Thanksgiving weekend is a time to reflect, visit family, and of course, eat your fair share of pie. And while we may be thankful for

The Internet is a wonderful tool for so many areas of life. However, drafting legal documents is not necessarily one of them. While it may