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It’s something parents shudder to think about: a will. That’s probably why more than half of Americans with children do not have a legal will.

State and federal estate and inheritance tax rates are what drive most people’s estate plans, but now that tax rates are falling and exemptions are

If you’re 62 or older, you may be able to convert the equity in your home into cash with a reverse mortgage. This loan lets

The legal dispute surrounding the roughly $200 million estate of the late Charlotte developer Henry Faison has been resolved, with his company winning forgiveness of

As we approach the final months of 2014, it’s once again time to consider year-end tax, estate, and financial planning issues. A recent article in

This article gives the example of a businessman who had named his son as the nominee in all his investments. Since the son was managing

Selecting the executor of your estate or a trustee is one of the most important decisions in estate planning. A recent Investing Daily article, titled

More than 5 million people live with Alzheimer's, and that number, absent a medical breakthrough, could reach 16 million by mid-century. Medical research confirms one

When is an individual retirement account not a retirement account? When the Supreme Court says so. In a unanimous decision in June, the Supreme Court

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

The Internet is a wonderful tool for so many areas of life. However, drafting legal documents is not necessarily one of them. While it may

An awkward part of estate planning is telling your kids how much — or how little — they'll get. Here's how a financial planner can