Estate planning isn't just about preparing for death, it's about creating certainty for your financial future and your loved ...

So, you thought New Year’s resolutions were for losing weight and giving up eating corn dogs. Naw, the most exciting New Year’s resolutions are estate planning commitments. So, when you head off to ...

Since Oct. 16-22 is Estate Planning Week, let’s take this opportunity for a refresher on everything you need to know about how estate planning works. In short, the process of estate planning involves ...

You don't need to pay for professional help to begin estate planning. Some steps are free, such as listing out assets and liabilities, updating beneficiaries, and creating an advanced medical ...

"The best-laid plans of mice and men often go awry," wrote poet Robert Burns. That may be no truer than in estate planning. With the great wealth transfer underway, people – even the rich, famous and ...

Estate planning for millionaires is crucial, as wealthy families have more to protect and pass on to the next generation. Larger estates tend to be more complicated, with multiple homes, business ...

Moneywatch's Jill Schlesinger takes us through how to create a will and why having a will is essential for estate planning.

As the sun sets on the Tax Cuts and Jobs Act at the end of 2025, the landscape of estate planning will undergo a significant shift. The current estate tax exclusion amount, which allows individuals to ...

2018 | Document prepared by: Kelly Nuckolls, Extension Legal Specialist, Agriculture Law Education Initiative, University of Delaware Cooperative Extension & Department of Agricultural & Resource ...

The couple had been married 35 years, but when the wife passed away, a portion of her estate was inaccessible to her husband. The wife had set up an investment account 40 years ago, before their ...

Although there are many new and interesting tax planning techniques, sometimes it is the tried-and-true standards that are overlooked, that may best provide the solutions to estate and income tax ...