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The late, legendary DJ Casey Kasem's daughter Kerri Kasem and family members staged a press conference at Stanley Mosk Courthouse in Los Angeles Friday to

Accountants and financial advisors may be breathing a sigh of relief that there were no major new tax-law changes this year, but that doesn't mean

Legacy and estate planning with a Roth IRA may sound like a no-brainer. Roth IRAs intrinsically make phenomenal transfer of wealth vehicles. With reduced estate

You've read all the New Year's resolution money-advice articles with their suggestions, sometimes trite, “Skip your morning coffee and save a fortune!” and sometimes vague,

One attorney calls it the "Get out of Dodge plan"—the best way to keep your assets intact before applying for Medicaid to cover nursing home

The estate tax is one of the most complex parts of the tax laws, drawing a lot of controversy among Americans. Even as opponents label

Most families I have met over the years needed some general guidelines regarding what to have in place and how to know to accomplish this

Each year millions of Americans ring in the New Year resolved to make better financial choices for the year ahead. Here are five essential tips

An advisor team for a multi-generation family business was reviewing some estate planning documents and discovered that the fourth generation (at the time, children and

Having enough resources to stop working at some point is on most people's 2015 financial planning agenda. Still, most Americans have not taken the time

One of the most difficult things in life is to look after your own parents. This includes the oftentimes uncomfortable areas of estate planning and

It’s easy to assume estate plans are intended to deal with future concerns: planning for retirement, providing an inheritance for loved ones, planning for Medicaid