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So what is the No. 1 thing Americans need to do to find success with their money in 2015? They should be looking ahead to

In survey after survey, Americans have not scored well on retirement literacy tests. But a new survey of Americans ages 60 to 75 says 80

Mention a trust, and the first thing most people think of is a spoiled kid living off an inherited fortune without having worked a single

AARP says to head off bickering over your personal possessions, consider supplementing your will with a letter of instruction, an informal document that you can

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

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

According to a Bankrate.com poll, 36% of Americans of all ages have not begun saving for retirement—including a rather shocking 25%+ of the 50-64 year-olds

The recent deaths of Robin Williams and Joan Rivers have saddened millions of fans. But at the same time, they've also provided two positive models

What is the $5 million federal estate-tax exclusion, and how does it work? You deal with taxes every year (technically at every time you open

In late 2012, my wife and I looked at our list and decided to reallocate our giving. One big goal was to devote a higher

IRA holders have two ways to “stall” adult children or other heirs from doing an immediate cash-out of the IRA when the surviving spouse dies.