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Unfortunately, legal terms and financial terms can be confusing. The term “legacy” has a specific technical definition—a gift or bequest made under a last will

Being a snowbird, living six months in Michigan or Nebraska and six months in Florida or Arizona, can be a great life style in retirement.

The (Beckley WV) Register-Herald’s recent article, “Important Medical and Financial Choices,” notes that along with a will, there are medical, financial, and other important decisions

The Trump administration has set out its framework for tax reform, which includes the goal of eliminating the estate and gift transfer tax. The Paradise

Being a snowbird, living six months in Michigan or Nebraska and six months in Florida or Arizona, can be a great life style in retirement.

There’s considerable talk about potential tax reform in Washington. It is anyone’s guess what that will look like in the end. However, taxes must be

A fake law firm going by the name of Walsh & Padilla has been offering estate planning services, the Houston Chronicle reports. In reality, the

When we look at the steps taken in our investing lives, the basics are simple. As working investors in the initial stages, the priority is

The psychological issues in deciding how to leave your assets can be the hardest part of the process, says Wilmington Biz in the recent article,

Some people have a somewhat unique estate planning challenge: they’re childless and not sure what should happen to the assets they leave behind or whom

Did you know that about 1,300 new stepfamilies are created every day? That’s from the Stepfamily Foundation, and the Pew Research Center says 41% of

“Most people don’t want to be a burden on their family or children. One of the best things you can do to accomplish this goal,