Estate Planning

Wealthy and Wise

Estate Planning That Benefits from Low Interest Rates

A time of low interest rates can be great for shifting assets to a younger generation.

Wealthy and Wise

How to Protect Your Assets Against Creditors

Be careful how you design a trust to bullet-proof your assets against creditors.

Wealthy and Wise

How to Head Off Costly Battles Over Wills and Trusts

By taking these actions before you die, it’s often possible to avoid conflicts over wills and trusts after you die.

Estate Planning

Plan for the Death You Want

You know how you want your end of life to be managed. Make sure everyone else knows, too—so your wishes will be honored

Wealthy and Wise

Estate Planning for Families with Stepchildren

The presence of stepchildren can lead to possible conflicts of interest in estate planning. Here’s how to handle the possible problems.

Estate Planning

The New Rules to Protect Your Online Accounts After You Die

The laws on controlling digital accounts after someone dies have been quietly changing. Here's what you need to know.

Wealthy and Wise

Why You Should Review Your Estate Plan Now

Given the frequent changes in tax laws, now may be the right time to conduct a thorough review of your estate plan. Here’s how.

Wealthy and Wise

The Right Way to Leave a Bequest for the Care of Your Pet

Here’s what you should and shouldn’t do to provide money for the care of your pet after you die.

Wills

Writing Your Will Yourself? Avoid These Terrible Mistakes

If you decide to prepare your own will with the help of an online service, you need to be aware of eight common mistakes to avoid.

Wealthy and Wise

Avoid Family Feuds Over Who Inherits Your Collectibles

When collectibles are divided up among heirs, a family can be torn apart over who gets what. An estate planner tells how to avoid this terrible outcome.

Wealthy and Wise

Here’s Who You Should Appoint as Your Executor or Trustee—and Who to Definitely Not Appoint

Defaulting to the easiest or most obvious choice for your executor or trustee can have bad consequences—for your estate and your family.

Wealthy and Wise

Year-End Estate Planning Moves to Make Before December 31

Now’s the time to review your existing estate plan to see whether changes in the law or in your situation mean you should take action.

Wealthy and Wise

How To Erase Potentially Giant Capital Gains Taxes

There’s a legal technique for giving away, and then receiving back, appreciated assets that wipes out your capital gain exposure. But know the danger, too.

Wealthy and Wise

Don’t Forget About Your Digital Assets in Your Estate Plan

Many estates are being held up because decedents never gave information and authorization to access their digital accounts. It’s an expensive mistake.

Wealthy and Wise

Don’t Die Without a Will

Some famous people—including Prince, Heath Ledger and now Aretha Franklin—died without a will. Even if you don’t have big assets, you still need one.