Blog

The decision to execute a Roth conversion and generate taxable income is more complicated than it may seem at first blush — especially when you

Up until a few years ago, a common estate-planning technique included the use of irrevocable trusts to own life insurance intended for the payment of

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

One of the most difficult tasks facing someone taking care of a loved one's estate is figuring out which items are valuable. We all know

Between life insurance, wills and other financial tools, many parents of more meager means can also take steps to make sure their kids will be

No one really wants to talk about death. But physical death is inevitable, for everyone. The death of a spouse, family member or close friend

As changes to the American Taxpayer Relief Act and the Affordable Care Act of 2012 become effective, business owners are facing escalating tax rates. Insightful

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

Some advisers are moving low-basis assets out of the trusts by swapping in high-basis assets. For years wealthy investors have used grantor trusts to minimize

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