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

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 ...

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

Estate planning for singles is crucial for your long-term peace of mind. It lays out what you want to happen to your assets after death and during situations when you can’t make decisions.

Diamond Dogs / Getty Images A bequest is a gift of assets to individuals or organizations through the provisions of an estate plan, such as a will or a trust. Bequests can be made to family ...

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 ...

Proper estate planning can save your loved ones time ... Finding a financial advisor doesn’t have to be hard. SmartAsset’s free tool matches you with up to three vetted financial advisors ...

If you're planning to sell your home, deciding whether to upgrade the kitchen, remodel the bathroom or tackle other big ...

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 ...

We spoke to Atlanta-based Attorney Amber C. Saunders about the importance of estate planning and how it helps individuals protect their assets and prevent family conflicts. Many people may not ...

Highlights:,An advancement is a gift of money or property given by a deceased person before death, meant to be deducted from ...