Establishing an estate plan is extremely important ... t mean they should not be periodically reviewed and updated. Older templates become outdated. Addresses, phone numbers or even the agents ...

The passage of the SECURE Acts presents some challenges and some opportunities in estate planning. The 10-year rule drastically reduces the ability to transfer wealth from one generation to the next.

It’s widely understood that estate planning consists of passing on wealth from one generation to the next. While this is ...

It can be easy to overlook, but an estate plan is essential for nearly everyone, whether you have a lot of money or just a little. An estate plan tells your heirs and the courts how to divide up ...

Estate planning isn't just for rich people; it's an opportunity for people of any age to control who will inherit their money and property, and to decide who can make medical and financial ...

Staying on top of your estate plan and sharing your plans with your kids could make a big impact on your legacy – and the amount you pay in estate taxes. Here are three reasons to consider ...