Baby boomers are expected to pass along $73 trillion to their heirs over the next two decades. Conventional wisdom says…
Will your will actually do what you want it to do? You might never know—but your heirs could pay the…
Have your estate-planning tools turned against you? Can you trust your trusts to work as intended? Estate-planning decisions that made…
An underused estate-planning tool could benefit your descendants down through the generations—or even the centuries. Dynasty trusts, sometimes called perpetual…
The upsides of IRAs and living trusts for retirement and estate-planning are widely known, but even savvy savers might not…
With interest rates way down and stock prices, as well as car prices, way up, Bottom Line Personal asked five financial experts for some of the shrewdest money moves you can make now.
For people with chronic disabilities, here are better ways to protect finances and health options.
Confusion and costly mistakes can easily occur if you don’t plan ahead for someone to take over handling your finances in an emergency.
Electronic Wills 101. Some long-established rules governing wills are changing. The result could be increased convenience—or an invalid will.
You can completely avoid state income tax on a trust’s income based on guidelines from a recent US Supreme Court ruling. Here’s how.
A time of low interest rates can be great for shifting assets to a younger generation.
Be careful how you design a trust to bullet-proof your assets against creditors.
By taking these actions before you die, it’s often possible to avoid conflicts over wills and trusts after you die.
You know how you want your end of life to be managed. Make sure everyone else knows, too—so your wishes will be honored
The presence of stepchildren can lead to possible conflicts of interest in estate planning. Here’s how to handle the possible problems.
