When a spouse or parent dies, there are lots of details to take care of. This checklist will help you know what to do so you avoid mistakes.

Estate planning is a complex process that is never fully finished. Use this checklist to review your estate planning documents.

Periodically revisiting your beneficiary designations for insurance and retirement accounts is critical to ensure your final wishes are met.

End-of-Life planning should be a priority, it is the process of making critical decisions about how you want your healthcare, medical treat

Your estate planning should cover more than just what happens to your assets when you die. It also needs to account for how your assets are

Creating an estate plan in case of your death or disability can help your heirs avoid unneeded stress and uncertainty. Here are 10 steps to

When a family member dies there are a multitude of issues to look after, from getting a copy of the death certificate to finding insurance p

It is no small responsibility to serve as an executor, especially for a complex estate. Prepare for the tasks ahead of you, so that you may

Probate can eat up as much as 5% of your estate. How can you exempt more of your assets from probate and its costs? Here are a few ideas.

Your beneficiary choices may seem obvious when you initially make them, time has a way of altering things. In a stretch of five or ten years

With a clear understanding of where she stands, financially, a widow may evaluate her investment and wealth management options and take step

Some of us may retire at 65 and live to 100 or 105. Advances in health care may make this a strong possibility. The corresponding question i

There are three degrees of estate planning: advanced, basic, and none at all. Basic estate documents may be in place but they may not convey

Parenting presents you with definite, sudden, financial needs to address. By focusing on those needs today, you may give yourself a head sta

Practically speaking, the federal gift tax is a tax on estates. If it wasn’t in place, the rich could simply give away the bulk of their mon

If you don’t leave behind an estate plan, your family could face major legal issues and (possibly) bitter disputes; making the plan may leav

A sale of income property incurs either a capital gain or loss. If you profit from the sale of income property, that profit is considered fu

Every day, people die intestate. In legalese, that means without a will. This opens the door for the courts to decide what happens with thei

Many affluent professionals and business owners put estate planning on hold. Only the courts and lawyers stand to benefit from their procras