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Help is on the way! Let’s meet the team members who are there to help you to be a great fiduciary, or for you to

Fewer estates are subjected to the federal estate tax than ever before. The Brookings Institute estimates that only 1 in 700 taxpayers end up paying

The House voted last week to repeal the estate tax, a longtime priority of Republicans that also spurred Democratic charges that the GOP is in

If you’re anything like the typical person contemplating a second (or third) marriage, you are older, have children, have accumulated property, and have been enjoying

When Twisted Sister drummer AJ Pero died on March 20, it caught his fans and bandmates by surprise — and Pero’s own lack of estate

Coming together at 50-plus is different from getting married in your 20s, particularly when it comes to money. “You’ve had a lifetime of solidifying your

Many Baby Boomers are neglecting a key part of their retirement plans — creating an estate plan. And while death is not a pleasant thing

While there is nothing that can guarantee that you will have sufficient money to cover all potential costs in retirement, there are certainly some common

You’re probably well aware of the need to orient your investments toward retirement, but you might be less aware of the need for an estate

  For unmarried couples, making a will is paramount, especially if they are sharing a home owned by just one member of the couple. If

Rachel Lake had worked with financial planners before, but the relationship didn’t click until the Millennial began working with an adviser who focuses his message,

When a loved one dies, is it possible to inherit their debt? It’s a serious question for heirs, and particularly for couples who hold debt