It would be virtually impossible for a layman or a lawyer who is not a full-time estate planner to identify whether a will is ...

Estate planning for millionaires is crucial, as wealthy families have more to protect and pass on to the next generation. Larger estates tend to be more complicated, with multiple homes ...

This article will explore the parallels between running a marathon and effective estate planning, focusing on preparation, ...

Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions ...

Families find it difficult to talk about estate planning. While it may not be quite as awkward as talking about the birds and the bees, estate planning is one of the most critical and delicate ...

Creating an estate plan is a lot like getting into better shape. We all know we should do it, but most of us never make the first move because the task seems daunting. You will have to look ...

Wealthy families’ focus on the estate tax is fodder for critics of the U.S. tax system and a preview of the fierce debate ...

Blended families present a multitude of issues in estate planning, and no one knows this better than Cinderella. When Cinderella’s father died leaving his estate to his new bride, he may not ...

My adviser said forget about Roth conversions — take a cruise instead. Is that crazy? “The notion that [seniors] are not very ...

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 ...

Q: If a couple has beneficiaries listed on their accounts, why do they need to create an estate plan? A: I hear this question a lot: Why should I plan if I can just take care of our accounts by ...

By understanding your legal standing and ensuring proper estate planning, you can avoid unnecessary complications and ensure that your partner is cared for in the way you intend. * Rouchos is an ...