Estate planning is essential to ensure your assets are managed and distributed according to your wishes. A key part of this process is understanding and preparing for the tax liability your estate may ...

No one likes to think about their own demise, but planning can make life after your death significantly easier for heirs. Here are five ways to help heirs avoid extra time, money, stress and acrimony ...

As we enter National Estate Planning Awareness Week (Oct. 21-27), this is a good time to help the public understand what estate planning is and why it is such a vital component of financial wellness.

This transcript was prepared by a transcription service. This version may not be in its final form and may be updated. Ariana Aspuru: Here's Your Money Briefing for Friday, November 29th. I'm Ariana ...

Estate planning for heirs' property could help families preserve and pass down hundreds of billions of dollars in assets, but "tangled titles" are putting that generational wealth at risk. That ...

Bringing children into estate planning conversations is crucial to both clients and their advisors, but as with many important things in life, the hardest part can be just starting. "A lot of parents ...

The Tax Cuts and Jobs Act of 2017 (TCJA) brought about substantial changes to the tax landscape, significantly increasing the lifetime estate and gift-tax exemption amounts ($13.61 million for ...

My wife and I don’t have kids. How should we do our estate plan?

Grantor trust status will require the settlor to pick up the income tax relating to the trust’s investments on the settlor’s ...

Celebrity estate battles frequently make our headlines, but unfortunately such feuds are too often a reality for the typical American family as well. As complex family structures become more and more ...