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An important issue in dealing with wealth transfer for blended families is how the assets flow to the surviving spouse and family members or after

Legacy and estate planning with a Roth IRA may sound like a no-brainer. Roth IRAs intrinsically make phenomenal transfer of wealth vehicles. With reduced estate

The number of singles is steadily growing. In 1970, slightly more than a third of Americans age 15 and older were single, according to the

The holidays are upon us. It’s also a good time to get started with some Old Year end and New Year beginning planning activities, especially

Today’s families are a lot different than Ward and June Cleaver. There are more families today with non-traditional situations than ever before. It is very

During this festive time of year, dwelling on estate planning may seem like a bit of a downer. Yet the end of the year is

Longevity has a way of upending estate planning. When New York City philanthropist Brooke Astor died in 2007 at age 105 with a $100 million

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?

For those who have valuable weapons or collect firearms, how the guns should be handled after the owner’s death can be a concern. If heirs

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

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

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