Blended families can thrive with good planning. Talk early, document everything, and work with a qualified estate attorney. A ...

With the Big Beautiful Bill reshaping estate and gift taxes, Jennifer Cona shares year-end strategies to maximize charitable giving and update estate plans.

A will signed and witnessed by two individuals is generally presumed to have been duly executed. The burden of proving due ...

The untimely passing of boxing legend Leon Spinks in 2021 highlighted critical estate planning pitfalls for first-generation ...

Millions of American move to a different state each year but don't update their estate planning documents. That's a mistake, experts say. Here's why.

The One Big Beautiful Bill Act is big news for estate planners, an estate planning attorney said during a recent webinar.

In a private annuity sale, you transfer a highly appreciated asset to an irrevocable trust in exchange for a lifetime annuity ...

When illness or death occurs within an unmarried same-sex partnership, family members can step in and push the surviving ...

It’s not pleasant to think about death or a medical emergency, but one of the greatest gifts you can give your loved ones is ...

A surge in property listings and sales over the November to February period make it the peak time of the year for moving home ...

Incorporating a letter of wishes into your estate planning can provide a unique opportunity to personally guide your loved ones on your final wishes for them and you. We explain how a letter of wishes ...

In retirement, you finally have the time to do the things you've always wanted to do. So keeping up with your financial health is just as important as your physical health.