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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

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

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

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

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

Too often, the need for the most basic estate-planning documents is overlooked or misunderstood. While many people would admit they should have a will, 50