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So what is the No. 1 thing Americans need to do to find success with their money in 2015? They should be looking ahead to

In survey after survey, Americans have not scored well on retirement literacy tests. But a new survey of Americans ages 60 to 75 says 80

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

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

Mention a trust, and the first thing most people think of is a spoiled kid living off an inherited fortune without having worked a single

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

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

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

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