The new federal tax law means that some previous lifetime gifts to heirs will now cost a family more of its wealth and should be reversed.
You have to walk a fine line to give your heirs just the right amount of control over their trusts. Here’s how to do it.
Many people leave wealth to their heirs only to have those assets scooped up by creditors or other outsiders. How to prevent that.
A power of attorney (POA) can be a tremendously valuable tool when a person needs to designate someone to act on…
You might know that a Roth IRA is a way to grow your nest egg without any future tax payments…
To Protect Your Family, Avoid These 4 Big Traps Whether you are wealthy or not, a well-designed trust can make…
A power of attorney (POA) can be a tremendously valuable tool when a person needs to designate someone to act on…
Don’t Make These 5 Costly Mistakes Family members and friends who agree to serve as trustees or estate executors often…
Here’s what to ask a family member or friend before naming that person executor of your estate or trustee of…
Ask these questions when you interview candidates to be your estate-planning attorney… * What’s your standard estate plan? This is…
Although most people choose friends or family members to be executors of their estates and trustees of their trusts, some…
Do you feel strongly that your granddaughter should attend the same college you did? Or that your wayward son should…
Don’t make the common mistake of neglecting tax planning for your estate just because it’s unlikely that the estate will…
Even a Little Mistake Can Ruin Your Plan Playwright George Bernard Shaw bequeathed a small fortune to anyone who would…
Here's How to Protect Your Assets While You're Alive Many people spend lots of time carefully crafting their wills so…
