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You don’t have to be a CEO or multimillionaire to benefit from a trust. If you have highly specific wishes on how and when you

It may be an unpleasant task to think about your own mortality, but the fact is, writing a will is one of the smartest financial

Estate planning requires clients to prepare for a future they won’t be here to see. That idea can be disconcerting, so it’s no surprise that

The widow of Ernie Banks is scheduled to meet in person next month with the longtime caretaker named as the sole beneficiary in his will

Business and asset owners (including farming operations), at some point in their career lives, must ask the eternal question, “What happens when I’m gone?” Answering

Addressing your aging parents’ finances is not easy. Several years ago, when Gwen’s mom started showing signs of memory loss, she had conversations with her

The estate tax draws heated debate between advocates and opponents, with some referring to the levy as a “death tax,” while others argue that the

Several years ago, a man passed away and left everything to the stepmother of his children. The children were not nearly as concerned about the

Life insurance, IRAs, 401(k) plans and other retirement accounts pass directly to the beneficiaries you designate outside of your will. Brokerage accounts, on the other

In a ginormous estate tax battle denouement, the Internal Revenue Service just won $388 million in a settlement with the estate of Detroit Pistons owner

Good luck to your loved ones when you die, because you are going about your estate planning all wrong. According to a recent study from

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