Blog

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

One of the most difficult tasks facing someone taking care of a loved one's estate is figuring out which items are valuable. We all know

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

What should you and your spouse do if you own your house, are retired, with a high six-figure nest egg, and no will or trust?

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

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

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