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 ...

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 ...

Estate planning for millionaires is crucial ... one way to do it is to loan money to family or friends, Fleming said. However, you must charge interest. The minimum interest you need to charge ...

“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 ...

Your estate plan is a powerful component in ensuring financial security for yourself and your family. Allison L. Lee is the ...

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.

A well-structured estate plan can help ensure that the business thrives under new leadership while maintaining the original vision and values. Planning can also prevent family conflicts over ...

Map out your family's future and leave a legacy with well-drawn wills, the right types of trusts, and careful estate planning. How do I set up a trust fund? To set up a trust, you first need to ...

But with different family set-ups, like single-parent families, cohabiting, unmarried couples, blended families, and divorced-parent households, comes different estate planning considerations.

A brother who moved away 20 years ago and cut off himself from the family could still receive his 50% inheritance. Examples like this are why I tell people you must create an estate plan to ensure ...

What will happen to your assets when you die? This may not be a fun question to contemplate, but it is an important one, and one a financial advisor who specializes in estate planning won't let ...