The only constant in estate planning is change. While you can do your best to be proactive and stay abreast of changing regulations, it...

Earlier in the year, Senator Bernie Sanders proposed new legislation that could make waves in the estate planning world. The “For the...

scheduling a consultation online This spring, President Joe Biden outlined a new infrastructure plan and American Families Plan to the...

New presidents often mark the beginning of a new era of tax laws. For President Biden, the estate tax is a very likely target for change....

Americans are reconsidering their estate planning strategies following Joe Biden’s presidential election win. Biden made his desire to...

If you’re in your senior years, you may want to think twice before tying the knot. The love bug can bite at any age, and that can include...

For the Scripps family, who were heirs to a media fortune, they simply spent their millions. According to an article on CNBC.com, “The...

Estate planning is a need, but too often it gets moved down to the list for tomorrow. There are many reasons people put off estate...

Insurance planning shouldn’t begin until there’s been some financial planning, according to CNBC in its article “3 life insurance...

After working hard and saving your money wisely, you’re ready for a successful retirement. Unfortunately, there can be bumps and hiccups...

Many parents face this issue, says NJ 101.5 in its recent post, “When you don’t trust a child with money.” There are some children,...

The estate planning laws in many states are pretty straightforward for those who want to donate all or part of their estate to charity....

According to the regulations.gov post “Estate, Gift, and Generation-skipping Transfer Taxes: Restrictions on Liquidation of an Interest,”...

Are you an inventor, an author, artist or the owner of a closely held business? If so, you may have already taken action to secure your...

The estate tax impacts just a small number of Americans, but those who are affected have a heavy burden. At the tax rate of 40%, estate...

One couple who wanted to live in a community for people 55 and older in an area they had always admired used a reverse mortgage to...

If you want to keep your vacation house in the family, start planning. If you don’t include it as part of an overall estate plan, it can...

The ruling lets same-sex couples file jointly for tax purposes and changes estate planning because now many requirements of opposite-sex...

The time, financial and emotional commitment involved with contesting a will can often be much more expensive than the value of the...

Investopedia’s recent article asks “Should You Store Estate-Planning Documents Digitally?” The article reports that two Arizona...