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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

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

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

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

A living trust has advantages that a will can’t offer, so you may want to keep both. A revocable living trust is similar to a

The murkiest part of estate planning is discussing when and how to distribute your assets to your heirs. This process requires a series of considerations

The recent deaths of Robin Williams and Joan Rivers have saddened millions of fans. But at the same time, they've also provided two positive models

The $5 million exemption fromfederal estate taxeliminates the need for many to do complex estate planning. Because the exemption amount is indexed for inflation, a