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Estate Tax

There’s a lot to keep up with when estate planning. These tips could help, from updating beneficiaries after changing your plan to understanding will-substitute options, like transfer on death. Read more

You’ve likely heard your friends or family—or even the bank teller, at times—counsel you to add an adult child to your bank account. Read more

When to Update Your Will

Updating your will is not just a one-time event. It’s an ongoing process that ensures your estate plan remains relevant and effective. In this article, we’ll delve into the times when you should update your last will and testament and the reasons that can make it necessary. Therefore, if you’re someone who can make a difference through charity or simply want to ensure that your estate planning documents are up-to-date, read on! Why Should You Update Your Will? Your will is a reflection of your wishes at a particular point in time. However, as life evolves, so might your desires… Read more

Estate Planning Myths Debunked

In my experience, estate planning is one of the areas of personal finance with the most widespread confusion. Unfortunately, this can lead to costly mistakes in time, money and stress on people’s families. Read more

How Does a Premarital Agreement Work

What’s a premarital agreement, how does it work, and what does Costner’s wife, Christine Baumgartner, stand to lose if she challenges theirs? Read more

How can Families Minimize or Avoid Estate Taxes

An unprecedented rush to relinquish wealth is underway, and it isn’t just for billionaires. Read more

Do I Pay Taxes When I Inherit

An inheritance is a windfall that can absolutely help someone’s financial situation — but it can make your taxes tricky. Read more

Did Media Mogul Pat Robertson Have a Large Estate

The conservative religious leader and televangelist leaves behind a considerable estate and various nonprofit organizations. Read more

Everyone Needs an Estate Plan

Life is unpredictable. At least some uncertainties and concerns can be addressed with a good estate plan that offers a wide range of benefits intended to protect one’s well-being and family’s wealth. Read more

Estate Planning Checklist

An estate plan can give you peace of mind that things you value will be distributed according to your wishes when you die. Read more