Given the frequent changes in tax laws, now may be the right time to conduct a thorough review of your estate plan. Here’s how.
Here’s what you should and shouldn’t do to provide money for the care of your pet after you die.
If you decide to prepare your own will with the help of an online service, you need to be aware of eight common mistakes to avoid.
When collectibles are divided up among heirs, a family can be torn apart over who gets what. An estate planner tells how to avoid this terrible outcome.
Defaulting to the easiest or most obvious choice for your executor or trustee can have bad consequences—for your estate and your family.
Now’s the time to review your existing estate plan to see whether changes in the law or in your situation mean you should take action.
There’s a legal technique for giving away, and then receiving back, appreciated assets that wipes out your capital gain exposure. But know the danger, too.
Many estates are being held up because decedents never gave information and authorization to access their digital accounts. It’s an expensive mistake.
Some famous people—including Prince, Heath Ledger and now Aretha Franklin—died without a will. Even if you don’t have big assets, you still need one.
Being trustee of a life insurance trust is not just an honorary title—you really do have some key responsibilities that you must perform.
If you get divorced and fail to change your will, beneficiary designations and these other documents, there could be some very unwanted results.
An irrevocable trust doesn't have to be as irrevocable as you might think: To change an existing trust, decant it.
If you set up or updated your estate plan even just a year ago, big changes in tax law could be ruining its ability to protect you and your heirs.
Creating a master estate document makes life much easier for your loved ones in the event of a health crisis or your death—but don’t leave gaps.
If you have a formula clause in your will that determines how assets get divided, you must review it now in light of the new federal tax law.
