Make sure your loved ones get the money they are owed by keeping records of your life insurance plans and storing them with ...

Maybe your grandma’s wedding ring was passed down to you, or perhaps you have a special watch you want to keep in the family. If so, you’ll need to create a comprehensive estate plan that ...

Here are some things to keep in mind when discussing estate planning with your family. Profit and prosper with the best of expert advice on investing, taxes, retirement, personal finance and more ...

Without one, assets could go to unintended parties by default through the complex process of probate, writes Community ...

Estate planning is often considered a task for the wealthy or those nearing retirement. However, it is a vital process for ...

I thought planning for death or injury was something I wouldn’t have to worry about for many years. But the truth is that ...

“I would want my family to know exactly what my intent is,” Armstrong says. Complex strategies and the ever-evolving tax code can make estate planning feel intimidating. However, ignoring it ...

Unfortunately, estate planners have often ... Trust report reported that a majority of family business owners were not following a business succession plan. If you are passing a family business ...

Dana Blue says she's seen clients experience "sudden wealth syndrome," where, after coming into money, they blow it before ...

I write about charitable giving and estate planning ideas ... Often the assumption is made that family or a close friend “knows” what you want, but in reality that is often not the case.

Gifting assets to family members provides for their needs while enhancing your estate plan. In addition to the benefits your ...

Selecting a guardian for the special needs child is one of the most critical decisions in the estate planning process ...