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“Family limited partnerships (and similar entities), while useful in an estate planning strategy for high-net-worth clients, are often hotly contested by the IRS for their

“If you don’t want money you’ve worked hard for to pass down to your son’s or daughter’s ex, then consider a trust.” The federal estate

“Even though determining how to pass on assets is not always clear cut, many people decide to simply divide assets equally among their heirs. Yet

“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,

“Although these are just two of the misconceptions regarding wills, they take on special significance because they relate to some of the most important assets

“Many parents who have children struggling with addiction or mental illness are often too consumed with caring for those children in the present, to give

“When leaving a home to your children, you can avoid probate by using either joint ownership or a revocable trust, but which is the better

“If I earn too much to contribute to a Roth IRA, can I still contribute to a traditional IRA and then immediately convert it to

The Centers for Disease Control and Prevention found in 2015 that 53 million adults in the U.S. (about 20%) live with a disability. As tax

There are numerous money myths that you’ll hear when you consider getting married at midlife, particularly if your spouse-to-be has children from a first marriage.

“When it comes to retirement, a checklist is the best way to tackle this difficult subject. It can also put things into perspective.” Forbes’ recent

If you have an estate with any real assets, you should carefully weigh the risks of failing to make proper estate plans. This is the